Bank of America
Financial Solutions Advisor Registration Candidate- Portland Metro
Hillsboro +4 · Full-time · Posted Sep 29, 2026
- Location
- Hillsboro
Vancouver
Portland
Battle Ground
Beaverton - Experience
- No minimum 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 advice and customized banking and investment solutions, helping clients plan goals, reviewing needs, and referring them to appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with client goals.
- Triage client requests and refer clients to internal service providers based on their needs and asset thresholds.
- Identify potential clients, manage risk, and develop client relationships.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration, including building peer relationships.
- Ability to manage time, prioritize client interests, adapt to technology, and handle multiple tasks.
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 USD hourly pay (base salary)
Model-written summary · the original posting is authoritative