Financial Solutions Advisor Registration - Columbia South Basin

Job Description

***** Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

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 how we make 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 which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses. You will receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
. Once licensed, you will learn the foundational skills to be an advisor—acquiring, building and managing client relationships, and guiding clients with advice and solutions to help them live their best financial lives, while humanizing financial interactions. After reaching key milestones, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions, and client care.

We will equip you with what you need as you move through the stages of development.

Progression typically leads to Financial Solutions Advisor Stage II, where you continue to practice the skills learned and deepen relationships within a client portfolio. The Academy provides programs, tools, and resources to support your career journey.

• 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 who are invested in your success.
• Grow knowledge by using a defined consultative approach with clients to identify needs and provide appropriate solutions.
• Earn SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and study time. Obtain SIE within 30 days of hire and Series 7 & 66 within 120 days.
• Build your network by engaging with banking customers, small business owners, and higher net worth clients; leverage Bank of America and Merrill relationships to grow your business.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to solutions across Bank of America and Merrill.

• Aptitude in obtaining required industry licenses.
• Self-discipline in managing time and capacity.
• Experience in cultivating client relationships, assessing needs, and recommending solutions.
• Ability to establish strong peer relationships through effective communication and collaboration.
• Results-driven mindset with ability to prioritize client interests in a complex, fast-paced environment.
• Ability to 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

Minimum Education Requirement:
High School Diploma / GED /…