Financial Solutions Advisor Registration Candidate- Seattle South Market

Bank of America

Bainbridge Island, WA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain securities industry licenses
Client relationship management
Consultative approach with clients
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations

Job Summary

  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Client relationship management
  • Consultative approach with clients
  • Deliver end-to-end comprehensive advice
  • Collaborate with partners

Nice-to-have

  • Bilingual Mandarin
  • Humanizing financial interactions
  • Results-driven mindset
  • Learning and adapting to new technology

Key Requirements

  • Aptitude in obtaining required industry licenses
  • Self-disciplined in managing time and capacity
  • Experience in cultivating client relationships
  • Success creating strong peer relationships
  • High School Diploma / GED / Secondary School or equivalent
  • Must obtain SIE within 30 days
  • Must obtain Series 7 & 66 within 120 Days

Work Rights

Not specified

Tailored Resume

Cover Letter