Those searching for jobs near me, exploring the latest Bank of America jobs, or aiming to grow in financial services will find a rewarding opportunity in the Financial Solutions Advisor role based in Portland. This position is among the latest jobs in Portland 2025, and offers a strong career path for those interested in bank jobs in Portland with advancement potential. Individuals pursuing jobs in Bank of America careers, looking for fulfilling careers in bank jobs, or seeking Portland jobs 2025, can expect this to be one of the latest banking jobs in Portland with excellent training and mentorship. This is a great option for professionals who are eager to grow in a client-focused, dynamic environment and are seeking high paying jobs with long-term potential.

Job Responsibilities:

• Career and Skills Development:
  Participate in world-class training and personalized coaching from Academy managers, ensuring a smooth transition into the financial advising space.

• Licensing Support:
  Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses (or Series 63 & 65) within the required timeframe. Structured lessons and dedicated study time are provided to support your success.

• Client Engagement and Strategy:
  Utilize a consultative approach to systematically identify client needs, provide end-to-end financial advice, conduct reviews, and recommend strategies aligned with clients goals.

• Cross-Solution Collaboration:
  Work in partnership with core banking and investment professionals to connect clients to a comprehensive suite of Bank of America and Merrill solutions.

• Relationship Building:
  Manage a portfolio of clients by building lasting relationships, educating them about industry-leading products and services, and delivering excellent care.

• Marketing and Networking:
  Leverage robust marketing resources and the bank wide-reaching referral network to expand your reach and business impact.

• Community and Culture:
  Work within a culture that values responsible growth, diversity, and client-first service, while staying ahead with advanced tools and evolving industry practices.

As a Financial Solutions Advisor Stage I, you can look forward to:

• Unlimited potential for financial growth and advancement

• A strong referral network and access to banking customers and high net-worth clients

• A client-focused portfolio where exceptional service is the top priority

• Continuous training and development opportunities

• The ability to work alongside subject matter experts such as small business consultants and mortgage specialists

Required Skills:

• Goal-oriented mindset with a strong ability to follow through and succeed

• Confidence in a sales role with a talent for nurturing client relationships

• Clear and effective communicator, comfortable engaging with diverse clients

• Strong collaborator who thrives in a team environment

• Highly organized with the ability to prioritize and perform under pressure

• Quick learner who can adapt to evolving information and deliver smart client solutions

• Capable of managing time and capacity efficiently

• Diligent in applying regulatory due diligence in all activities

Desired Skills:

• Strong computer and multitasking skills

• Bachelor degree or 1-2 years experience in financial services or goal-based sales roles

• Proven ability to assess client needs, recommend solutions, and manage relationships effectively

This role offers a gateway into one of the most dynamic careers in bank jobs, and stands out among the top high paying jobs in the Portland market today.