Bank of America
Financial Solutions Advisor Registration Candidate- NW Snohomish Market
Mount Vernon +10 · Full-time · Posted Oct 7, 2026
- Location
- Mount Vernon
Stanwood
Lynnwood
Snohomish
Arlington
Everett
Bellingham
Mill Creek
Bothell
Monroe
Marysville - Experience
- No general minimum stated; desired qualification is a bachelor’s degree and/or 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 advice and customized banking and investment solutions, helping clients plan goals, reviewing their needs, and referring them to appropriate partners.
What you'll do
- Build financial plans using brokerage, banking, and managed solutions; recommend strategies aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Develop new client relationships and manage risk in daily activities.
What they ask for
- Aptitude to obtain required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Strong communication and collaboration skills; self-disciplined time management and ability to handle multiple tasks.
- Results-driven approach that prioritizes client interests and adapts 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 USD hourly base salary
Model-written summary · the original posting is authoritative