Financial Solutions Advisor Registration - Columbia South Basin

Financial Solutions Advisor Stage I (FSA I)

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses. You will receive dedicated classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives.

After reaching key milestones, you will begin working in a financial center, delivering Bank of America’s core banking, investment solutions, and client care approach. You will equip you with everything needed as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will further practice your skills by growing and deepening relationships within a portfolio of clients. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

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

Monday through Friday, with occasional Saturdays required.

Example: 8am‑5pm, 9am‑6pm, 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 invested in your success.
• Grow your business knowledge by using a defined consultative approach with clients to identify needs and appropriate solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired and your Series 7 & 66 within 120 days, a requirement for the role.
• Build your network; interact with banking customers, small business owners, and higher net worth clients.
• Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions.

• Aptitude in obtaining required industry licenses.
• Self‑disciplined in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.
• Strong peer relationships through effective communication and collaboration.
• Results‑driven mindset while prioritizing client interest in a complex, fast‑paced environment.
• Can execute multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

• Bilingual Mandarin strongly desired.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.

• Advisory
• Account Management
• Client Experience Branding
• Customer and 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.

1st shift (United States of America).

40

Hourly: $28.85 – $33.65, determined at time of hire based on experience, education, and skill set. The role is compensated with a base salary and is not incentive eligible.

This role is benefits eligible, offering industry‑leading benefits, paid time off, and resources to support employees in making an impact and contributing to sustainable growth.