Licensed Financial Solutions Advisor – Start Your Advisory Career

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

Benefits offered by this job

Benefits

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining necessary securities licenses and then build foundational advisory skills for client relationships. The role progresses to a financial center with opportunities across Bank of America and Merrill, embracing an in-office culture with flexible, role-based considerations.

The position requires learning licenses within timeframes and delivering end-to-end financial advice while collaborating with core banking and

Qualifications

• Must be able to obtain required securities licenses.
• Strong client relationship and consultative sales skills.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Build and manage a portfolio of banking and investment clients.
• Provide end-to-end financial guidance and recommendations.
• Collaborate with banking and investment partners to meet client needs.

Skills

Client relationship building

Time management

Communication

Sales and advisory approach

Attention to detail

Active listening

Cross-functional collaboration

Education

High School Diploma / GED

Bachelor’s degree (Desired)

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I to start by obtaining necessary securities licenses and then build foundational advisory skills for client relationships. The role progresses to a financial center with opportunities across Bank of America and Merrill, embracing an in-office culture with flexible, role-based considerations.

The position requires learning licenses within timeframes and delivering end-to-end financial advice while collaborating with core banking and