Licensed Financial Solutions Advisor – Growth & Licensing

Bank of America; Issaquah (WA); On-site; USD 40,000 - 47,000; Full time

Benefits offered by this job

World-class training

On-boarding programs

Career development

Job summary

Bank of America seeks a Financial Solutions Advisor Stage I to start with SIE, Series 7, and Series 66 preparation, building client relationships and delivering tailored financial guidance.

You will begin in a financial center, advancing through stages to broader advisory roles as you gain licenses, while benefiting from Academy training and a structured career path in a diverse, inclusive workplace.

Qualifications

• License readiness: obtain SIE, Series 7 and Series 66 exams.
• Build skills in client needs discovery and solution recommendations.
• Develop financial knowledge and advisory capabilities.

Responsibilities

• Provide end-to-end comprehensive advice to clients.
• Deliver client reviews/presentations with confidence.
• Collaborate with banking and investment partners to meet client needs.
• Develop and expand a portfolio of clients through relationship building.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Written Communications

Attention to Detail

Risk Management

Causation Analysis

Pipeline Management

Active Listening

Issue Management

Client Solutions Advisory

Policies, Procedures, and Guidelines

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a Financial Solutions Advisor Stage I to start with SIE, Series 7, and Series 66 preparation, building client relationships and delivering tailored financial guidance.

You will begin in a financial center, advancing through stages to broader advisory roles as you gain licenses, while benefiting from Academy training and a structured career path in a diverse, inclusive workplace.