Senior Financial Solutions Advisor - Academy Training Path

94-1687665 Bank of America, National Association; Vancouver (WA); On-site; USD 75,000 - 85,000; Full time

Job summary

Bank of America is seeking Financial Solutions Advisors through the Advisor Development Program to grow as trusted financial professionals across their national network. You’ll receive hands-on training, personalized coaching, and certification support while helping clients set and reach financial goals.

The role emphasizes building lasting client relationships, delivering comprehensive financial advice, and connecting clients to core banking and investment solutions.

Qualifications

• Series 7 & 66 licenses required (63 & 65 in lieu of 66 acceptable).
• 1+ year in investments industry with product/service knowledge.
• 3+ years in financial services or sales with meeting/exceeding goals; CFP/CRPC designations encouraged by start date.
• Maintains $15M AUM (Field) and $25M AUM (Centralized/National) on current book.

Responsibilities

• Provide end-to-end comprehensive advice and client reviews; present strategies to help clients reach financial goals.
• Build and nurture client relationships; grow client base and referrals.
• Connect clients to core banking and investment solutions; leverage lender/investment expertise.

Skills

Series 7 & 66 licenses

Investments knowledge

Sales experience in financial services

Client relationships

Communication skills

Time management

Regulatory due diligence

Multitasking

Insurance licenses

Job description

Bank of America is seeking Financial Solutions Advisors through the Advisor Development Program to grow as trusted financial professionals across their national network. You’ll receive hands-on training, personalized coaching, and certification support while helping clients set and reach financial goals.

The role emphasizes building lasting client relationships, delivering comprehensive financial advice, and connecting clients to core banking and investment solutions.