Financial Solutions Advisor Registration - Williamette Valley Market

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships. After licensing, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client‑care approach. Success at this level typically leads to progression into Financial Solutions Advisor Stage II and further advancement within Bank of America and Merrill.

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 obtain or maintain registration may result in immediate termination.

Monday‑through‑Friday, some Saturdays required. Example schedules include 8 am‑5 pm or 9 am‑6 pm.

• Build a successful career in 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 business knowledge by using a defined consultative approach to identify client needs and appropriate solutions.
• Earn your Securities Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66); SIE required within 30 days of hire and Series 7 & 66 within 120 days.
• Build your network by interacting with banking customers, small‑business owners, and higher net‑worth clients at a financial center.
• Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals.
• Collaborate with core banking and investment partners, connecting clients to the solutions Bank of America and Merrill provide.

• Aptitude in obtaining required industry licenses.
• Self‑discipline in managing time and capacity.
• Experience cultivating client relationships, accessing needs, and recommending solutions.
• Success in building strong peer relationships through effective communication and collaboration.
• Results‑driven mindset 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.
• Bilingual Mandarin preferred.

• 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