Bank of America
Financial Solutions Advisor Registration Candidate - Northwest Snohomish, WA Market
Marysville · Full-time · Posted May 1, 2026
- Experience
- At least one year of financial services industry or sales experience is a desired qualification, not a requirement.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to become a licensed financial advisor, then helps financial-center clients understand their needs and choose banking and investment solutions to meet their goals.
What you'll do
- Build and manage client relationships; assess needs and recommend financial solutions.
- Deliver client reviews and presentations, provide advice, and connect clients with Bank of America and Merrill partners.
- Obtain required securities licenses and complete SAFE Act registration and background checks.
What they ask for
- Aptitude for obtaining required industry licenses, including SIE within 30 days and Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted instead of Series 66.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building strong peer relationships.
- Self-discipline, adaptability, and ability to manage multiple tasks while prioritizing clients’ interests.
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 USD hourly pay (base salary; not incentive eligible)
Tools
Securities Industry Essentials (SIE), Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative