Financial Solutions Advisor: South Puget Sound Licensing Path

Bank of America; Gig Harbor (WA); On-site; USD 38,572 - 46,838; Full time

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to start with licensing (SIE, Series 7, 66) and then support client relationships with tailored financial guidance. You will join an office-based program, progressing toward advisory roles across Bank of America and Merrill.

Strong communication and drive are essential. You will train in a center-based setting, earn required licenses, and help clients with comprehensive financial planning while working within our in-office culture and

Qualifications

• Requires aptitude to obtain industry licenses (SIE, Series 7, Series 66).
• Strong time management and ability to cultivate client relationships.
• Effective communication and collaboration to deliver client-focused solutions.

Responsibilities

• Obtain required securities licenses (SIE, Series 7, 66) within onboarding timeframe.
• Build, grow and manage a portfolio of clients with tailored financial solutions.
• Provide end-to-end financial guidance and present reviews to clients.
• Collaborate with banking and Merrill venues to meet client needs.

Skills

Client relationships

Time management

Communication

Sales mindset

Education

Bachelor's degree

High School Diploma or GED

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to start with licensing (SIE, Series 7, 66) and then support client relationships with tailored financial guidance. You will join an office-based program, progressing toward advisory roles across Bank of America and Merrill.

Strong communication and drive are essential. You will train in a center-based setting, earn required licenses, and help clients with comprehensive financial planning while working within our in-office culture and