Stage I Financial Solutions Advisor: Licenses & Growth

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Access to training and resources

Job summary

Bank of America is looking for a Financial Solutions Advisor Stage I in Everett, Washington. You will start your career with training to obtain necessary securities licenses and gain foundational skills necessary to help clients achieve their financial goals.

This role includes building relationships with clients and collaborating with banking partners. You will progress to further stages in your career with ongoing support and resources.

The position requires a minimum of a High School Diploma/GED and offers competitive pay in a dynamic environment.

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

• Build a successful career with support from training and coaching.
• Receive training to earn necessary Securities Industry licenses.
• Engage with clients to provide comprehensive financial advice.

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 Everett, Washington. You will start your career with training to obtain necessary securities licenses and gain foundational skills necessary to help clients achieve their financial goals.

This role includes building relationships with clients and collaborating with banking partners. You will progress to further stages in your career with ongoing support and resources.

The position requires a minimum of a High School Diploma/GED and offers competitive pay in a dynamic environment.