Licensed Financial Solutions Advisor I: SIE/Series Path

Bank of America; Lynnwood (WA); On-site; USD 82,656,000 - 96,432,000; Full time

Job summary

Bank of America in Washington state is seeking a Financial Solutions Advisor Stage I to start by obtaining required securities licenses (SIE, Series 7, Series 66). You’ll learn to build and manage client relationships, assess a client’s financial picture, and offer guidance to help them achieve financial goals.

As you progress to Stage II, you’ll work in a financial center delivering core banking and investment solutions, while the Academy provides programs, tools, and mentorship.

Qualifications

• Must obtain required industry licenses (SIE, Series 7, Series 66).
• Must be self-disciplined in managing time and capacity.
• Experience building client relationships and identifying financial needs.
• Demonstrates a proactive, results-driven mindset in a fast-paced environment.
• Ability to learn new technology and applications.

Responsibilities

• Assist clients by providing guidance on a range of financial products and services.
• Develop and maintain relationships with clients to understand goals and risk tolerance.

Skills

Advisory

Account management

Client communication

Client focus

Oral communication

Written communication

Attention to detail

Education

High School Diploma

Job description

Bank of America in Washington state is seeking a Financial Solutions Advisor Stage I to start by obtaining required securities licenses (SIE, Series 7, Series 66). You’ll learn to build and manage client relationships, assess a client’s financial picture, and offer guidance to help them achieve financial goals.

As you progress to Stage II, you’ll work in a financial center delivering core banking and investment solutions, while the Academy provides programs, tools, and mentorship.