Bank of America
Financial Solutions Advisor Registration Candidate- Portland Metro
Bank of America, Portland, Oregon, United States, 97204
Overview
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ 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 appropriate flexibility based on role-specific considerations. This position is for a Financial Solutions Advisor Stage I (FSA I) in the Portland metro area with multiple listed locations.
As an advisor, you will begin by obtaining Securities Industry licenses with dedicated classes for Securities Industry Essentials (SIE), Series 7 and Series 66 Exams, and then develop the foundational skills to advise clients, build relationships, and provide solutions to help them meet financial goals. After achieving milestones, you will work in a financial center to deliver Bank of America’s core banking and investment solutions and client care. The Academy will support you with programs, tools, and resources throughout your career journey. Role progression
Upon successful licensing as a Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will continue to grow relationships within a client portfolio. The Academy will provide ongoing training, tools, and resources to support advancement within Bank of America and Merrill. Responsibilities
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions to meet diverse financial needs. Build a network starting in a financial center by engaging with banking customers, small business owners, and higher‑net‑worth clients. Meet regulatory and licensing requirements as you progress through the program (SIE, Series 7, Series 66; or acceptable alternatives). Qualifications
Required Qualifications:
Aptitude in obtaining required industry licenses; self-discipline in time and capacity management; experience in cultivating client relationships and identifying needs; strong communication and collaboration to build peer relationships; a results-driven mindset in a fast-paced environment; ability to learn and adapt to new technology or applications. Desired Qualifications:
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills
Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Attention to Detail Policies, Procedures, and Guidelines Client Management Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Work Schedule
Monday through Friday, some Saturdays required Licensing and Training
Earn and obtain SIE, Series 7 and Series 66 licenses within specified timelines after hire; 63 & 65 accepted in lieu of 66. Training and study time are provided, and licensure is required for role advancement. Pay, Benefits, and Employment Details
Washington pay range:
$28.85 - $33.65 hourly pay; offers determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible. This role is currently benefits eligible. We provide industry-leading benefits, paid time off, and resources to support employees and communities. Important notice:
You are leaving a Bank of America website. Continue or Cancel options are provided to proceed or return to the previous page. Bank of America and its affiliates are Equal Employment Opportunity employers. Bank of America does not discriminate based on race, religion, color, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any other status protected by applicable law. This statement reflects our commitment to equal opportunity and affirmative action in employment.
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth, including our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ 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 appropriate flexibility based on role-specific considerations. This position is for a Financial Solutions Advisor Stage I (FSA I) in the Portland metro area with multiple listed locations.
As an advisor, you will begin by obtaining Securities Industry licenses with dedicated classes for Securities Industry Essentials (SIE), Series 7 and Series 66 Exams, and then develop the foundational skills to advise clients, build relationships, and provide solutions to help them meet financial goals. After achieving milestones, you will work in a financial center to deliver Bank of America’s core banking and investment solutions and client care. The Academy will support you with programs, tools, and resources throughout your career journey. Role progression
Upon successful licensing as a Financial Solutions Advisor Stage I, you will typically progress to Financial Solutions Advisor Stage II, where you will continue to grow relationships within a client portfolio. The Academy will provide ongoing training, tools, and resources to support advancement within Bank of America and Merrill. Responsibilities
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities. Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions to meet diverse financial needs. Build a network starting in a financial center by engaging with banking customers, small business owners, and higher‑net‑worth clients. Meet regulatory and licensing requirements as you progress through the program (SIE, Series 7, Series 66; or acceptable alternatives). Qualifications
Required Qualifications:
Aptitude in obtaining required industry licenses; self-discipline in time and capacity management; experience in cultivating client relationships and identifying needs; strong communication and collaboration to build peer relationships; a results-driven mindset in a fast-paced environment; ability to learn and adapt to new technology or applications. Desired Qualifications:
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Skills
Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Attention to Detail Policies, Procedures, and Guidelines Client Management Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent Work Schedule
Monday through Friday, some Saturdays required Licensing and Training
Earn and obtain SIE, Series 7 and Series 66 licenses within specified timelines after hire; 63 & 65 accepted in lieu of 66. Training and study time are provided, and licensure is required for role advancement. Pay, Benefits, and Employment Details
Washington pay range:
$28.85 - $33.65 hourly pay; offers determined based on experience, education, and skill set. This role is compensated with a base salary and is not incentive eligible. This role is currently benefits eligible. We provide industry-leading benefits, paid time off, and resources to support employees and communities. Important notice:
You are leaving a Bank of America website. Continue or Cancel options are provided to proceed or return to the previous page. Bank of America and its affiliates are Equal Employment Opportunity employers. Bank of America does not discriminate based on race, religion, color, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any other status protected by applicable law. This statement reflects our commitment to equal opportunity and affirmative action in employment.
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