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  1. Home
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  3. accounting & finance
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  5. Financial Solutions Advisor Registration Candidate
Bank of America logo

Financial Solutions Advisor Registration Candidate

Not Disclosed•Full-TimeOn-site

location_on301, Union Street, Central Business District, Belltown, Seattle, King County, Washington, 98101, United States

Apply Now

About Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth by delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to an inclusive workplace, attracting exceptional talent, and supporting our teammates' physical, emotional, and financial wellness.

We are committed to an in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility based on role-specific considerations.

About the Role

As a Financial Solutions Advisor Stage I (FSA I), your journey begins with obtaining your Securities Industry licenses. You will receive dedicated, personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will master foundational skills needed to be an advisor, from acquiring and managing client relationships to guiding clients through their complex financial pictures with humanized interactions.

Upon reaching key milestones, you will begin working in a financial center to deliver Bank of America's core banking, investment solutions, and client care approach. The Academy will equip you with everything needed as you move through the stages of development.

Success as a Stage I Advisor typically leads to progression into the Financial Solutions Advisor Stage II role. In this next stage, you will continue to practice your skills by growing and deepening relationships within a portfolio of clients. As a successful Stage II Advisor, you will have opportunities to advance in many roles within Bank of America and Merrill, supported by dedicated programs, tools, and resources throughout your career journey.

Hiring Process & Application

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and submit to the required background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

This position is open for the entire market, and the specific Financial Center location will be determined based on business needs. If offered a position, you will train at one financial center and may begin your role in a phone-based capacity until a location within a reasonable commuting distance of your home is determined, to the extent permitted by applicable law.

Equal Opportunity

Bank of America is an equal opportunity employer committed to building a diverse and inclusive workforce. We consider qualified applicants regardless of background, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.

Work location

Work model: On-site

location_on

301, Union Street, Central Business District, Belltown, Seattle, King County, Washington, 98101, United States

Seattle, Washington

Key Responsibilities

  • check_circleObtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses
  • check_circleDeliver comprehensive financial advice and client reviews
  • check_circleCollaborate with banking and investment partners to connect clients with solutions
  • check_circleIdentify client needs and recommend appropriate financial strategies
  • check_circleProspect for new clients and manage referral identification
  • check_circleAcquire, build, and manage client relationships
  • check_circleAnalyze client financial pictures to provide tailored advice and solutions

Requirements

  • verifiedHigh School Diploma / GED / Secondary School or equivalent
  • verifiedAptitude in obtaining required industry licenses
  • verifiedMust be self-disciplined in managing time and capacity
  • verifiedExperience in cultivating client relationships, accessing needs and recommending solutions
  • verifiedCurrently holds FINRA Securities Industry Essentials (SIE) (Desired)
  • verifiedBachelor's degree and/or a minimum of one year of financial services industry or sales experience (Desired)
  • verifiedMust obtain SIE within 30 days of being hired
  • verifiedMust obtain Series 7 & 66 within 120 days
  • verifiedSubject to SAFE Act registration requirements

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.

Benefits & Perks

check_circlePaid time off
Bank of America logo
Company

Bank of America

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

1+ yrs (Entry Level)

Education

High School Diploma / GED / Secondary School or equivalent required

Job Type

Full-Time

Skills Required

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Skills, education and keywords

Skills: Securities Industry Essentials, Series 7, Series 66, Finra Securities Industry Essentials, Client Experience Branding, Client Solutions Advisory, Investment Management, Pipeline Management, Referral Management, Client Management.

Education: High School Diploma / GED / Secondary School or equivalent required; Bachelor's degree preferred or equivalent experience.

Frequently asked questions about Financial Solutions Advisor Registration Candidate at Bank of America

What does a Financial Solutions Advisor Registration Candidate at Bank of America do?expand_more
Day-to-day, the Financial Solutions Advisor Registration Candidate at Bank of America will obtain securities industry essentials (sie), series 7, and series 66 licenses; deliver comprehensive financial advice and client reviews; collaborate with banking and investment partners to connect clients with solutions; and identify client needs and recommend appropriate financial strategies.
What are the requirements for this Financial Solutions Advisor Registration Candidate role?expand_more
Bank of America is looking for candidates who meet the following requirements: High School Diploma / GED / Secondary School or equivalent; Aptitude in obtaining required industry licenses; Must be self-disciplined in managing time and capacity; Experience in cultivating client relationships, accessing needs and recommending solutions; Currently holds FINRA Securities Industry Essentials (SIE) (Desired); and Bachelor's degree and/or a minimum of one year of financial services industry or sales experience (Desired).
Where is the Financial Solutions Advisor Registration Candidate role at Bank of America located?expand_more
Financial Solutions Advisor Registration Candidate at Bank of America is based in 301, Union Street, Central Business District, Belltown, Seattle, King County, Washington, 98101, United States. This is a on-site role.
Is this Financial Solutions Advisor Registration Candidate job remote, hybrid, or on-site?expand_more
Bank of America has listed this Financial Solutions Advisor Registration Candidate role as on-site.
How much experience is required for this Financial Solutions Advisor Registration Candidate role?expand_more
Financial Solutions Advisor Registration Candidate at Bank of America typically requires 1+ years of relevant experience at the entry level level.
What skills do you need for the Financial Solutions Advisor Registration Candidate role at Bank of America?expand_more
Key skills for Financial Solutions Advisor Registration Candidate at Bank of America include Securities Industry Essentials; Series 7; Series 66; Finra Securities Industry Essentials; Client Experience Branding; Client Solutions Advisory; Investment Management; and Pipeline Management.
What education is required for Financial Solutions Advisor Registration Candidate at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School or equivalent required; and Bachelor's degree preferred or equivalent experience.
What category does the Financial Solutions Advisor Registration Candidate role belong to?expand_more
Financial Solutions Advisor Registration Candidate at Bank of America is part of the accounting & finance job category on Recrutus.
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

publiclanguageshare
Job seekers
Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
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Jobs in TexasJobs in CaliforniaJobs in New YorkJobs in FloridaJobs in North CarolinaJobs in MassachusettsAll states →
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Popular skills
CDL-A jobsRegistered Nurse jobsExcel jobsBLS jobs
Featured employers
Company
About usFAQContactPrivacy policyUS privacy notice

Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

© 2026 Recrutus. All rights reserved.
Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
Securities Industry EssentialsSeries 7Series 66Finra Securities Industry EssentialsClient Experience BrandingClient Solutions AdvisoryInvestment ManagementPipeline ManagementReferral ManagementClient Management
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