Bank of America
Financial Solutions Advisor Registration Candidate- EASTSIDE Market
Redmond +4 · Full-time · Posted Aug 12, 2026
- Location
- Redmond
Bellevue
Kenmore
Kirkland
Sammamish - Experience
- No minimum years required in the required qualifications; desired qualification: 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 clients with financial planning and tailored banking and investment recommendations, while managing referrals, prospecting, and risk.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with clients’ goals.
- Triage client requests and refer clients to appropriate internal providers based on needs and asset thresholds.
- Identify potential clients and mitigate risk in daily activities.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Self-discipline in managing time and capacity; able to execute multiple tasks simultaneously.
- Effective communication and collaboration, a results-driven mindset, and adaptability to new technology or applications.
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; Mandarin bilingual preferred.
Pay
$28.85 - $33.65 hourly pay (base salary)
Tools
FINRA Securities Industry Essentials (SIE)
Model-written summary · the original posting is authoritative