Financial Solutions Advisor Registration - NW Snohomish Market

Financial Solutions Advisor Stage I (FSA I)

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and making an impact in the communities we serve.

Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and a flexible approach based on role‑specific considerations.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining Securities Industry licenses through dedicated classes for Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once licensed, you will receive foundational training in acquiring, building, and managing client relationships and guiding clients with comprehensive financial advice. You’ll work in a financial center delivering Bank of America’s core banking and investment solutions while humanizing financial interactions.

After demonstrating success as a licensed FSA I, you typically progress to Financial Solutions Advisor Stage II, deepening and expanding your client portfolio. The Academy supports you with resources throughout your career.

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to maintain registration may result in immediate termination.

Monday through Friday, some Saturdays required.

Schedule examples: 8 am‑5 pm, 9 am‑6 pm, etc.

• Build a successful career at Bank of America through world‑class training and onboarding programs.
• Receive training and one‑on‑one coaching from Academy managers.
• Grow your business knowledge using a defined consultative approach to systematically identify client needs and appropriate solutions.
• Earn SIE, Series 7, and Series 66 licenses within specified time frames.
• Build your network across banking customers, small business owners, and high‑net‑worth clients.
• Provide end‑to‑end comprehensive advice and deliver client reviews and presentations.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions.

• Proven ability to obtain required industry licenses.
• Self‑disciplined time and capacity management.
• Experience cultivating client relationships and recommending solutions.
• Strong peer relationships through communication and collaboration.
• Results‑driven mindset with clients’ interests as priority in a fast‑paced environment.
• Ability to execute multiple tasks simultaneously.
• Adaptability to new technology or applications.

• Bachelor’s degree or one year of financial services industry or sales experience.
• Bilingual Mandarin preferred.

• Advisory
• Account Management
• Client Experience Branding
• Customer & Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America).

Hours per week: 40.