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Financial Solutions Advisor
Bank of America. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time .
Posted 10/24/2026full-timeSeattle • Washington • United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite
About the role
Key responsibilities & impact- Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses through dedicated classes and study time
- Learn foundational financial advisor skills
- Acquire, build, and manage client relationships
- Consider clients’ complex financial pictures and provide advice and solutions
- Deliver Bank of America banking and investment solutions and client care
- Grow and deepen relationships within a client portfolio
- Use a defined consultative approach to identify client needs and appropriate solutions
- Build a network with banking customers, small business owners, and higher net worth clients
- Provide end-to-end comprehensive advice
- Deliver client reviews and presentations
- Recommend strategies to help clients achieve financial goals and life priorities
- Collaborate with core banking and investment partners
- Connect clients with Bank of America and Merrill solutions
- Train at one financial center and potentially work in a phone-based capacity until a suitable financial center is determined
Requirements
What you’ll need- High School Diploma / GED / Secondary School or equivalent
- Aptitude in obtaining required industry licenses
- Must obtain SIE within 30 days of being hired
- Must obtain Series 7 and Series 66 within 120 days; Series 63 and 65 accepted in lieu of Series 66
- Must register under SAFE Act requirements and remain in good standing
- Must submit to the required SAFE Act background check and registration process
- Self-discipline in managing time and capacity
- Experience cultivating client relationships, assessing needs, and recommending solutions
- 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
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired)
- Bilingual Mandarin strongly desired
- Ability to work Monday through Friday, with some Saturdays required
Benefits
Comp & perks- World-class training and onboarding programs
- Training and one-on-one coaching from Academy managers
- Dedicated programs, tools, and resources throughout the career journey
- Dedicated study time for required securities licenses
- Paid time off
- Industry-leading benefits
- Employee resources and support