Financial Solutions Advisor Registration Candidate- Eastside Market
Bank of America, Seattle, WA, United States
Financial Solutions Advisor Registration Candidate – Eastside Market
Locations: Redmond, Bellevue, Kirkland, Seattle, Sammamish.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
**** Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed ****
Job Description As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 exams. You will be taught the foundational skills needed to be an advisor—acquiring, building, and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions.
You will learn to humanize financial interactions and, once you have obtained your licenses, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and approach to client care.
Upon demonstrating success as a licensed FSA I, you will typically progress into the next role, Financial Solutions Advisor Stage II. There, you will deepen relationships within a portfolio of clients and have opportunities for advancement throughout Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage origination must register with the federal register system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
Work Schedule Monday through Friday, some Saturdays required.
Schedule example: 8am–5pm, 9am–6pm, etc.
We’ll help you
Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success.
Get training and one‑on‑one coaching from Academy managers who are invested in your success.
Grow your business knowledge using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days – a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients alike.
Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Must be self‑disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Bilingual Mandarin – Strongly Desired.
Bachelor’s degree or a minimum of one year of financial services industry or sales experience.
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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America)
Hours Per Week 40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
Know your Rights poster.
View the LA County Fair Chance Ordinance.
#J-18808-Ljbffr
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
**** Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed ****
Job Description As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 exams. You will be taught the foundational skills needed to be an advisor—acquiring, building, and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions.
You will learn to humanize financial interactions and, once you have obtained your licenses, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and approach to client care.
Upon demonstrating success as a licensed FSA I, you will typically progress into the next role, Financial Solutions Advisor Stage II. There, you will deepen relationships within a portfolio of clients and have opportunities for advancement throughout Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage origination must register with the federal register system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.
Work Schedule Monday through Friday, some Saturdays required.
Schedule example: 8am–5pm, 9am–6pm, etc.
We’ll help you
Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success.
Get training and one‑on‑one coaching from Academy managers who are invested in your success.
Grow your business knowledge using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days – a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients alike.
Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
Aptitude in obtaining required industry licenses.
Must be self‑disciplined in managing time and capacity.
Experience in cultivating client relationships, accessing needs and recommending solutions.
Success creating strong peer relationships through effective communication and collaboration.
Demonstrates a results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment.
Executes multiple tasks simultaneously.
Learns and adapts to new technology or applications.
Desired Qualifications
Bilingual Mandarin – Strongly Desired.
Bachelor’s degree or a minimum of one year of financial services industry or sales experience.
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
Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent.
Shift 1st shift (United States of America)
Hours Per Week 40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
Know your Rights poster.
View the LA County Fair Chance Ordinance.
#J-18808-Ljbffr