Financial Solutions Advisor Registration Candidate- Seattle Market

Bank of America • Bainbridge Island, WA

2d • $29 - $34 • Onsite

About The Position

The Financial Solutions Advisor Stage I (FSA I) role begins with dedicated training to obtain securities industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 exams. After licensing, the advisor learns foundational skills for acquiring, building, and managing client relationships, understanding clients’ financial situations, and providing advice and solutions. Following key development milestones, the advisor works in a financial center to deliver core banking services, investment solutions, and client care. The role includes training, coaching, and structured development through Bank of America’s Academy. Successful Stage I advisors typically progress to Financial Solutions Advisor Stage II, where they grow and deepen relationships within a client portfolio and may pursue other roles at Bank of America and Merrill.

This position is subject to SAFE Act registration requirements, including registration with the federal registry system and a required background check. Employees must obtain and maintain registration to remain in the role.

The schedule is Monday through Friday, with some Saturdays required. Example schedules are 8 a.m.–5 p.m. or 9 a.m.–6 p.m. The position is 40 hours per week and is first shift. The role is open across the Seattle market; the specific financial center is based on business needs. Training occurs at one financial center, and the employee may initially work in a phone-based capacity until a financial center within a reasonable commuting distance is determined, where permitted by law.

The listed hourly pay range is $28.85–$33.65, with offers based on experience, education, and skill set. Compensation includes a base salary and is not incentive eligible. The role is benefits eligible and includes access to paid time off.

Requirements

• High school diploma, GED, secondary school qualification, or equivalent.
• Aptitude for obtaining the required industry licenses.
• Self-discipline in managing time and capacity.
• Experience cultivating client relationships, assessing needs, and recommending solutions.
• Ability to build strong peer relationships through effective communication and collaboration.
• Results-driven mindset while prioritizing client interests in a complex, fast-paced environment.
• Ability to execute multiple tasks simultaneously.
• Ability to learn and adapt to new technology or applications.
• Obtain the SIE within 30 days of hire and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66.
• Register under the SAFE Act, complete the required background check and registration process, and maintain good standing.

Nice To Haves

• Bachelor’s degree and/or at least one year of financial services industry or sales experience.
• Strongly desired: Mandarin bilingual ability.

Responsibilities

• Obtain the required SIE, Series 7, and Series 66 licenses (or Series 63 and 65 in lieu of Series 66) within the specified timelines.
• Cultivate, build, and manage client relationships, identify client needs, and recommend appropriate solutions.
• Provide comprehensive advice, conduct client reviews and presentations, and recommend strategies aligned with clients’ financial goals and life priorities.
• Connect clients with banking and investment solutions offered through Bank of America and Merrill.
• Collaborate with core banking and investment partners to address clients’ financial needs.
• Work with banking customers, small business owners, and higher-net-worth clients in a financial center or, initially, in a phone-based capacity.

Benefits

• Benefits eligibility.
• Access to paid time off.
• Resources and support for employees.
• World-class training and onboarding programs.
• One-on-one coaching from Academy managers.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED