Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market

About the role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses through dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will be taught the foundational skills needed to be an advisor, including acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.

You will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. The role is designed to progress into a Financial Solutions Advisor Stage II position, where you will grow and deepen relationships within a portfolio of clients. Successful advisors have opportunities to advance into various roles within Bank of America and Merrill.

This position is subject to SAFE Act registration requirements. You will be required to register with the federal registry system and submit to a background check. Failure to maintain SAFE Act registration may result in termination.

Responsibilities

• Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses within specified timelines (SIE within 30 days, Series 7 and 66 within 120 days).
• Build and manage client relationships, systematically identifying needs and recommending appropriate financial solutions.
• Provide end-to-end comprehensive financial advice, deliver client reviews, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients with solutions provided by Bank of America and Merrill.
• Interact with banking customers, small business owners, and higher net worth clients to grow your business network.
• Use a defined consultative approach to assess client needs and deliver tailored solutions.
• Execute multiple tasks simultaneously in a fast-paced environment while prioritizing client interests.

Requirements

• Aptitude for obtaining required industry licenses (SIE, Series 7, Series 66).
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset with a focus on client interests.
• Ability to learn and adapt to new technology or applications.
• High School Diploma, GED, or equivalent (minimum education requirement).

Desired Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• SIE Certification (strongly preferred).

Skills

• Advisory Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral and Written Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Client Management
• Causation Analysis

Schedule

• Full-time, 40 hours per week.
• Monday through Friday, with some Saturdays required.
• Example shifts: 8 AM–5 PM, 9 AM–6 PM.