Bank of America
Financial Solutions Advisor Registration Candidate- EASTSIDE Market
Duvall · Full-time · Posted Sep 10, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification; no years of experience are required.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial planning and investment recommendations to clients, refers clients to internal partners, and develops new client relationships.
What you'll do
- Builds financial plans using brokerage, banking, and money management solutions and recommends strategies aligned with client goals.
- Triages client requests and refers them to appropriate internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and builds client relationships.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-disciplined time and capacity management; able to handle multiple tasks.
- Effective communication and collaboration, a results-driven mindset, and adaptability to new technology.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor’s degree and/or at least 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