Drimva

Bank of America

Financial Solutions Advisor Registration Candidate- Seattle Market

Seattle +4 · Full-time · Posted Oct 23, 2026

Location
Seattle
Port Orchard
Bainbridge Island
Silverdale
Mercer Island
Experience
A minimum of one year of financial services industry or sales experience is desired, not required.
Education
High School Diploma / GED / Secondary School or equivalent.

About the job

Earn securities licenses and train to advise financial-center clients on banking and investment solutions, building client relationships and recommending strategies for their financial goals.

What you'll do

  • Build and manage client relationships, assess needs, and recommend financial solutions.
  • Deliver client reviews and presentations and provide advice on strategies for clients’ financial goals.
  • Collaborate with banking and investment partners to connect clients with Bank of America and Merrill solutions.

What they ask for

  • Aptitude for obtaining required industry licenses; SIE within 30 days of hire and Series 7 and Series 66 within 120 days (Series 63 and 65 accepted in lieu of 66).
  • Experience cultivating client relationships, assessing needs, and recommending solutions.
  • Effective communication and collaboration, including building strong peer relationships.
  • Self-discipline, ability to manage multiple tasks, and a results-driven mindset that prioritizes client interests.

Nice to have

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
  • Bilingual Mandarin strongly desired.

Pay

$28.85 - $33.65 hourly pay (base salary)

Model-written summary · the original posting is authoritative

First seen Oct 24, 2026 · Last verified Nov 6, 2026 (UTC)