Client-Focused Financial Planner & Investment Advisor

Bank of America; Puyallup (WA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions. You will triage leads, refer to partners, and help clients plan their financial futures using brokerage, banking, and investment products.

This role requires completing licenses and regulatory trainings, and it complies with SAFE Act registration requirements. You will work in an in-office environment with flexibility depending on role, and may train at a center before moving

Qualifications

• Currently holds Series 7 & 66 licenses with 63/65 as fallback.
• At least one year in investments or related financial services.
• At least one year in financial services or sales with goals met.
• Able to build relationships and communicate confidently.
• Performs regulatory due diligence in daily activities.

Responsibilities

• Triages client leads and refers to appropriate partners.
• Meets with clients to review financial goals and build plans.
• Recommends brokerage products and banking solutions.
• Monitors risk and ensures compliance in daily activities.
• Engages potential new clients through referrals and center networks.
• Coaches referral partners to improve client outcomes.

Skills

Series 7 & 66 licenses

Investment experience

Sales experience

Relationship building

Regulatory due diligence

Time management

Client engagement

Job description

Bank of America is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions. You will triage leads, refer to partners, and help clients plan their financial futures using brokerage, banking, and investment products.

This role requires completing licenses and regulatory trainings, and it complies with SAFE Act registration requirements. You will work in an in-office environment with flexibility depending on role, and may train at a center before moving