Financial Solutions Advisor Stage I - Registration Candidate - Consumer Investments - Bainbridge Financial Center

Bank of America Merrill Lynch

Bainbridge Island, WA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Sales role comfort level
Client relationship building
Clear communication skills
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Stage I to join their Bainbridge Financial Center, with a focus on helping clients achieve their financial goals. The ideal candidate is someone passionate about client relationships and financial advising, with a strong emphasis on training and development through their Academy program. **

Job Summary

  • This role offers a comprehensive training path including the SIE, Series 7, and Series 66 licenses to prepare candidates for a career as an investment specialist.
  • Employees will work with a diverse portfolio of clients to provide end-to-end financial advice and solutions while leveraging Bank of America's extensive network.
  • The position provides industry-leading benefits, paid time off, and ongoing professional development to support physical, emotional, and financial well-being.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Stage I to join their Bainbridge Financial Center, with a focus on helping clients achieve their financial goals. The ideal candidate is someone passionate about client relationships and financial advising, with a strong emphasis on training and development through their Academy program. **

Salary

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

Skills & Requirements

Must-have

  • Sales role comfort level
  • Client relationship building
  • Clear communication skills
  • Time management efficiency
  • Regulatory due diligence

Nice-to-have

  • Strong computer multitasking
  • Bachelor's degree preferred
  • Previous financial service experience
  • Consultative approach to sales
  • Adaptability in fast-paced environments

Key Requirements

  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Bachelor's degree or 1-2 years experience
  • SAFE Act registration compliance
  • Background check clearance

Work Rights

Not specified

Tailored Resume

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