Financial Solutions Advisor Registration Candidate - Bellevue, Wa Market

Bank of America

Bellevue, WA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtaining securities industry licenses
Client relationship management
Consultative client needs assessment
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • As a Financial Solutions Advisor Stage I, you will obtain your Securities Industry licenses and be trained in foundational advisory skills to help clients achieve their financial goals.
  • We provide world-class training, one-on-one coaching, and dedicated programs to support your career growth and success.

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Salary

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

Skills & Requirements

Must-have

  • Obtaining Securities Industry licenses
  • Client relationship management
  • Consultative client needs assessment
  • Time and capacity self-management
  • Collaboration with banking and investment partners
  • Multi-tasking in fast-paced environment

Nice-to-have

  • Results-driven mindset
  • Effective communication and collaboration
  • Adaptability to new technology
  • Building peer relationships
  • Humanizing financial interactions

Key Requirements

  • Securities Industry Essentials (SIE) license within 30 days
  • Series 7 and Series 66 licenses within 120 days
  • SAFE Act registration and background check
  • High School Diploma or equivalent
  • Minimum one year financial services or sales experience preferred

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter