Stage I Financial Solutions Advisor: Licenses & Growth

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Career growth resources

Job summary

Bank of America is looking for a Financial Solutions Advisor Stage I in Lynnwood, WA. This entry-level position supports career development through structured training programs, including obtaining essential industry licenses. Ideal candidates are those committed to fostering client relationships to help achieve financial goals.

Your work will involve providing comprehensive financial advice, collaborating with banking partners, and advising clients. Competitive pay range is $28.85 – $33.65 per hour, dependent on experience. Additional benefits include paid time off and resources for career growth.

Qualifications

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships and recommending solutions.

Responsibilities

• Provide end-to-end comprehensive advice to clients.
• Collaborate with banking and investment partners.
• Deliver client reviews and present financial strategies.

Skills

Advisory

Account Management

Client Solutions Advisory

Active Listening

Oral Communications

Attention to Detail

Education

High School Diploma / GED

Bachelor’s degree

Job description

Bank of America is looking for a Financial Solutions Advisor Stage I in Lynnwood, WA. This entry-level position supports career development through structured training programs, including obtaining essential industry licenses. Ideal candidates are those committed to fostering client relationships to help achieve financial goals.

Your work will involve providing comprehensive financial advice, collaborating with banking partners, and advising clients. Competitive pay range is $28.85 – $33.65 per hour, dependent on experience. Additional benefits include paid time off and resources for career growth.