Financial Solutions Advisor Registration Candidate - Totem Lake, Wa Market

Bank of America

Kirkland, WA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Hybrid (primarily in-office with some flexibility based on role-specific considerations)
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
Safe act registration and background check
Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Totem Lake, WA market. The role involves obtaining essential securities licenses and building client relationships while providing financial advice and solutions, with the opportunity for career advancement

Job Summary

  • The role involves obtaining industry licenses including SIE, Series 7, and Series 66 while learning foundational advisor skills.
  • Employees will work in a financial center delivering core banking, investment solutions, and comprehensive client care.
  • The position offers world-class training, one-on-one coaching, and opportunities to advance into Financial Solutions Advisor Stage II.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate for its Totem Lake, WA market. The role involves obtaining essential securities licenses and building client relationships while providing financial advice and solutions, with the opportunity for career advancement.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits, paid time off, and wellness resources

Skills & Requirements

Must-have

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration and background check
  • Client relationship cultivation and needs assessment
  • Consultative approach to financial solutions

Nice-to-have

  • Current FINRA Securities Industry Essentials (SIE) holder
  • Bachelor's degree in finance or related field
  • One year of financial services or sales experience
  • Strong peer collaboration and communication skills
  • Results-driven mindset in fast-paced environment

Key Requirements

  • High School Diploma / GED required
  • Must obtain SIE within 30 days of hire
  • Must obtain Series 7 & 66 within 120 days
  • Successful SAFE Act registration required
  • Self-disciplined time management capability

Work Rights

Not specified

Tailored Resume

Cover Letter