Licensed Financial Solutions Advisor I

Bank of America; Richland (WA); On-site; USD 39,950 - 46,838; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Richland, WA seeks a Financial Solutions Advisor Stage I to begin with licensing and build a client advisory career. You will pursue the SIE, Series 7, and Series 66, joining a financial center to deliver core banking, investment solutions, and client care.

This role progresses to FSA II with ongoing licenses and broader opportunities within Bank of America and Merrill. Strong communication and relationship-building skills are essential.

Qualifications

• Aptitude for obtaining required industry licenses.
• Experience in cultivating client relationships and needs assessment.
• Ability to communicate clearly and build trusted adviser connections.

Responsibilities

• Obtain the SIE, Series 7, and Series 66 licenses as required.
• Provide end-to-end financial advice and client reviews.
• Build and manage relationships with Banking and Merrill partners.
• Deliver core banking and investment solutions to clients.

Skills

Licensing aptitude

Relationship management

Sales orientation

Communication

Time management

Multi-tasking

Adaptability

Education

High School Diploma / GED

Bachelor's degree (desired)

Job description

Bank of America in Richland, WA seeks a Financial Solutions Advisor Stage I to begin with licensing and build a client advisory career. You will pursue the SIE, Series 7, and Series 66, joining a financial center to deliver core banking, investment solutions, and client care.

This role progresses to FSA II with ongoing licenses and broader opportunities within Bank of America and Merrill. Strong communication and relationship-building skills are essential.