Bank of America
Financial Solutions Advisor Registration Candidate - West Issaquah
Issaquah · Full-time · Posted Dec 15, 2025
- Experience
- A minimum of one year of financial services industry or sales experience is desired; a bachelor’s degree is also listed as desired.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Trains to become a licensed financial advisor, then helps financial center clients assess their needs and select banking and investment solutions.
What you'll do
- Obtain required securities licenses and complete advisor training.
- Build client relationships, assess financial needs, and provide advice and recommendations.
- Collaborate with banking and investment partners to connect clients with appropriate 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.
- Self-discipline in managing time and capacity; ability to communicate and collaborate effectively.
- Ability to manage multiple tasks, adapt to technology, and prioritize client interests in a fast-paced environment.
Nice to have
- Mandarin.
- 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