Stage I Financial Solutions Advisor: Licenses & Growth

Bank of America; Bothell (WA); On-site; USD 39,743 - 46,356; Full time

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching from Academy managers

Access to paid time off

Industry-leading benefits

Job summary

Bank of America is looking for a Financial Solutions Advisor Stage I in Bothell, WA. In this role, you will acquire necessary licenses and develop foundational skills to manage client relationships effectively. The position offers professional growth and advancement opportunities within the company.

Key responsibilities include providing comprehensive client advice and collaborating with banking partners to meet diverse financial needs. The ideal candidate is self-disciplined and results-driven, with a strong ability to build client relationships.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, accessing needs, and recommending solutions.
• Success in building strong peer relationships through communication and collaboration.
• Results-driven mindset while prioritizing clients’ interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Comfort learning and adapting to new technology or applications.

Responsibilities

• Acquire necessary Securities Industry licenses.
• Build, manage, and guide client relationships to achieve financial goals.
• Deliver banking and investment solutions to clients.
• Provide end-to-end comprehensive advice and client reviews.
• Collaborate with banking and investment partners.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is looking for a Financial Solutions Advisor Stage I in Bothell, WA. In this role, you will acquire necessary licenses and develop foundational skills to manage client relationships effectively. The position offers professional growth and advancement opportunities within the company.

Key responsibilities include providing comprehensive client advice and collaborating with banking partners to meet diverse financial needs. The ideal candidate is self-disciplined and results-driven, with a strong ability to build client relationships.