Financial Solutions Advisor Registration - Columbia South Basin

Job Summary

Financial Solutions Advisor Stage I (FSA I) – responsible for building client relationships, guiding financial decisions, and delivering Bank of America’s core banking and investment solutions.

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within the required time frames.
• Participate in Academy training and one‑on‑one coaching to develop advisory skills.
• Acquire, build, and manage client relationships across a portfolio of clients.
• Identify clients’ financial needs and recommend appropriate solutions to help them achieve their goals.
• Provide end‑to‑end comprehensive advice and deliver client reviews and presentations with confidence.
• Collaborate with core banking and investment partners to meet clients’ financial needs.
• Maintain SAFE Act registration and comply with all required background checks.
• Execute multiple tasks simultaneously in a fast‑paced environment.
• Adapt quickly to new technology or applications.

• Ability to obtain required industry licenses within the specified time frames.
• Self‑disciplined in managing time and capacity.
• Experience cultivating client relationships and recommending solutions.
• Results‑driven mindset prioritizing clients’ interests.
• Strong communication and collaboration skills.
• Ability to execute multiple tasks simultaneously.
• Capacity to learn and adapt to new technology or applications.

• Bilingual in Mandarin (strongly desired).
• Bachelor’s degree or at least one year of financial services or sales experience.

• 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

Must obtain SIE within 30 days of hire and Series 7 & 66 within 120 days. Position is subject to SAFE Act registration requirements; failure to register or maintain registration may result in termination.

Shift: 1st shift (Monday–Friday, occasional Saturdays). Hours per week: 40. Sample shifts: 8am–5pm, 9am–6pm, etc. Pay range: $28.85 – $33.65 per hour (base only, no incentive).

Eligible for benefits including paid time off, resources, and support to promote physical, emotional, and financial wellness of employees.

Multiple U.S. locations with in‑office attendance requirements:

• US-WA-Kennewick,3420WKennewick
  
  Ave.
• US-WA-Kennewick,7600WQuinault
  
  Ave,Columbia Mall.
• US-WA-Renton,thAveS.
• US-WA-Seattle,230
  
  Sw152ndSt.
• US-WA-Seattle,4825
  
  Rainier
  
  AveS.
• US-WA-Spokane,12320NDivision
  
  St.,Wander mere.
• US-WA-Spokane,12816ESprague
  
  Ave.,Opportune.
• US-WA-Spokane,2504E29thAve.,South Hill.