Bank of America

Financial Solutions Advisor

Bank of America

full-time

Posted on:

Location Type: Hybrid

Location: Seattle • Washington • United States

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Salary

💰 $70,000 - $80,000 per year

Job Level

Junior

About the role

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Requirements

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • At least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Sets and accomplishes goals, achieving whatever you put your mind to
  • Builds and nurtures strong relationships
  • Collaborates effectively with others to get things done
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
  • Likes to learn, adapts to new information and seeks the right solutions for clients
  • Efficiently manages your time and capacity
Benefits
  • industry-leading benefits
  • access to paid time off
  • resources and support for employees to make a genuine impact
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment strategiesrisk mitigationclient engagementbrokerage productsstocksbondsmutual fundsannuitiesbanking solutions
Soft Skills
goal settingrelationship buildingcollaborationeffective communicationtime managementadaptabilityproblem solvingcoachingfeedback provisionnavigating complexity
Certifications
Series 7 licenseSeries 66 licenseSeries 63 licenseSeries 65 license