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Job description
Financial Solutions Advisor Stage I - Registration CandidateAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary responsibilities of FSA Stage I role, include:Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goalsConduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutionsEngage and share value proposition with customers in the lobbyTriage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholdsParticipate in on-going training and interaction with the Merrill Lynch Wealth Management ComplexThe role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions.Required Skills:Series 7 & 66 must be obtained within 120 daysSeries 7 and Series 66 (63 & 65 accepted, in lieu of 66, if previously held) is required for FSA Stage I roleCommunicate effectivelyStrong computer skills with an ability to multitask in a fast paced environmentAbility to adapt and seek solutions for clients in a fast-paced environmentThis position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act 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 to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - WA - Seattle - 1700 7th Ave - 7th And Olive (WA1103)Pay and benefits informationPay range$28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Worksite address
seattle, WA, 98101, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.