Bank of America
Financial Solutions Advisor Registration Candidate- Columbia South Basin
Seattle +5 · Full-time · Posted Sep 29, 2026
- Location
- Seattle
Spokane
Kennewick
Coeur D Alene
Richland
Renton - Experience
- No specific years required; desired qualification includes a minimum of one year of financial services industry or sales experience.
- Education
- High School Diploma / GED / Secondary School or equivalent.
About the job
Provides financial planning and investment recommendations to clients, refers them to appropriate partners, and develops new client relationships.
What you'll do
- Builds financial plans using brokerage, banking, and money management solutions; recommends strategies aligned with client goals.
- Triages client requests and refers them to internal service providers based on needs and asset thresholds.
- Identifies prospective clients and manages risk in daily activities.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Strong communication and collaboration skills to build peer relationships.
- Self-discipline, results-driven client focus, and ability to manage multiple tasks and adapt to technology.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
Pay
$28.85 - $33.65 hourly pay (base salary)
Tools
FINRA Securities Industry Essentials (SIE)
Model-written summary · the original posting is authoritative