Client-Focused Financial Solutions Advisor

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

Job summary

Bank of America seeks a client-focused financial advisor to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, build a financial plan, and recommend brokerage products.

This role requires licenses and SAFE Act registration, with training at a financial center before a possible switch to phone-based work. The position emphasizes regulatory due diligence, strong relationship-building, and the ability to work in a

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 with a 66 passing score within 60 days).
• At least one year in the investments industry with knowledge of investment products.
• At least one year in financial services or a sales environment with goals met.
• Sets and achieves goals; builds strong client relationships; collaborates well.
• Efficiently manages time, priorities, and regulatory due diligence.

Responsibilities

• Develops financial plans and recommends brokerage products to meet client goals.
• Recommends banking and investments strategies aligned with client needs.
• Triages client requests and refers to appropriate internal service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals.
• Provides coaching to referral partners based on client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Insurance licenses

Job description

Bank of America seeks a client-focused financial advisor to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, build a financial plan, and recommend brokerage products.

This role requires licenses and SAFE Act registration, with training at a financial center before a possible switch to phone-based work. The position emphasizes regulatory due diligence, strong relationship-building, and the ability to work in a