Bank of America
Financial Solutions Advisor Registration Candidate- South Puget Sound/Seattle Market
Tacoma +12 · Full-time · Posted Oct 5, 2026
- Location
- Tacoma
Olympia
Seattle
Puyallup
Silverdale
Port Orchard
Bainbridge Island
Mercer Island
Federal Way
Lacey
Des Moines
Kent
Bonney Lake - Experience
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience is desired; no minimum years of experience required.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and tailored banking and investment solutions, helping clients plan goals, reviewing needs, and connecting them with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment strategies aligned with client goals.
- Triage client requests and refer clients to internal service providers based on their needs and asset thresholds.
- Develop new client relationships and manage risk in daily activities.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration skills.
- Self-discipline, adaptability, and ability to manage multiple tasks in a fast-paced environment.
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 base salary
Model-written summary · the original posting is authoritative