Financial Solutions Advisor Registration Candidate - Columbia Basin South jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bank of America · 8 hours ago

Financial Solutions Advisor Registration Candidate - Columbia Basin South

positionSpokane, WA
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Bank of America is dedicated to helping financial lives through meaningful connections. As a Financial Solutions Advisor Stage I, you will obtain essential securities licenses and develop skills to manage client relationships while providing tailored financial advice and solutions.

Asset ManagementBankingFinanceFinancial ServicesFinTech
check
H1B Sponsor Likelynote

Responsibilities

Obtain Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7 and Series 66 Exams
Build and manage client relationships, considering complex financial needs
Work in a financial center to deliver banking and investment solutions
Participate in training and coaching to enhance business knowledge and client interaction skills
Provide comprehensive advice and conduct client reviews to recommend strategies for achieving financial goals
Collaborate with banking and investment partners to connect clients to solutions

Qualification

Securities Industry licensesClient relationship managementFinancial advisoryTime managementCommunication skillsProblem-solvingRisk managementPoliciesProceduresAttention to detailActive listeningWritten communications

Required

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
Success creating strong peer relationships through effective communication and collaboration
Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
Executes multiple tasks simultaneously
Learns and adapts to new technology or applications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Preferred

Bachelor's degree and/or a minimum of one year of financial services industry or sales experience

Benefits

World-class training and on-boarding programs
One-on-one coaching from Academy managers
Structured lessons and dedicated study time

Company

Bank of America

twittertwittertwitter
Glassdoor3.9
company-logo
Bank of America is a financial institution that offers credit cards, home loans, and auto loan services.
dateFounded in 1998
location
Charlotte, North Carolina, USA
people-size10001+ employees
web-link
https://www.bankofamerica.com

H1B Sponsorship

Bank of America has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (780)
2024 (546)
2023 (590)
2022 (759)
2021 (715)
2020 (931)

Funding

Current Stage
Public Company
Total Funding
$3.59B
Key Investors
Berkshire Hathaway
2025-02-20Post Ipo Debt· $386.79M
2024-11-26Post Ipo Debt· $2B
2020-07-28Post Ipo Equity· $400M

Leadership Team

leader-logo
Charissa Messer
Senior Vice President, Creative Agency Executive (Enterprise Creative Solutions)
linkedin
leader-logo
Rami Salem
SVP Strategic Competitive Intelligence
linkedin

Recent News

Maryland Daily Record
Baltimore nonprofits, developer secure financing for $44M mixed-use community
2026-01-25
semafor.com
Bank of America’s Brian Moynihan: ‘The pipelines are full’
2026-01-24
Daily Herald
Mullan named Bank of America regional executive
2026-01-24
Company data provided by crunchbase