Financial Advisor – Greater Seattle Market
Bank of America
full-time
Posted on:
Location Type: Hybrid
Location: Bellevue • Washington • United States
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Salary
💰 $80,000 - $90,000 per year
Job Level
About the role
- Handles inbound inquiries from leads regarding Merrill offerings
- Collects the necessary client profile data, following standard KYC procedures
- Documents all client interactions and opportunities within Salesforce accurately
- Recommending investment products and services suited for prospects
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment
- Minimum of one year experience in the investments industry
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
Benefits
- We provide industry-leading benefits
- Access to paid time off
- Resources and support for employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
interpersonal skillsrelationship buildinginfluence
Certifications
Series 7Series 66Series 63Series 65