Financial Solutions Advisor – South Puget Sound

Bank of America; Des Moines (WA); On-site; USD 82,667,020 - 96,420,979; Full time

Job summary

Bank of America is hiring for a Financial Solutions Advisor Stage I (FSA I) to begin with securities licensing and build foundational client-relations and advisory skills. The role offers in‑office training, a defined career path within Bank of America and Merrill, and opportunities across financial centers.

Schedule is 8–5 or 9–6 with occasional Saturdays, and licensed progression is expected. Success depends on strong client relationships, ethical guidance, and the ability to navigate a

Qualifications

• Experience cultivating client relationships, accessing needs and recommending solutions.
• Ability to manage multiple tasks in a fast-paced environment.
• Willingness to obtain required securities licenses (SIE, Series 7, Series 66).
• Bachelor’s degree or one year of financial services industry or sales experience.

Responsibilities

• Provide end-to-end advisory services and client reviews.
• Demonstrate a consultative approach to identify client needs and solutions.
• Collaborate with banking and investment partners to meet client financial goals.
• Support and grow a client portfolio and progress into higher roles within the Academy.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED

Bachelor’s degree (preferred)

Job description

Bank of America is hiring for a Financial Solutions Advisor Stage I (FSA I) to begin with securities licensing and build foundational client-relations and advisory skills. The role offers in‑office training, a defined career path within Bank of America and Merrill, and opportunities across financial centers.

Schedule is 8–5 or 9–6 with occasional Saturdays, and licensed progression is expected. Success depends on strong client relationships, ethical guidance, and the ability to navigate a