Client-Focused Financial Solutions Advisor

Bank of America; Seattle (WA); On-site; USD 82,656,000 - 96,432,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Paid time off

Job summary

Bank of America in Seattle is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals through brokerage products, banking services, and managed solutions.

You will triage client leads, refer to partners, meet with clients to review goals, and pursue licenses (SAFE Act compliance). Training will occur at a financial center, then a phone-based role may follow before relocation to a suitable center.

Qualifications

• High School Diploma or GED required.
• FINRA SIE is preferred for progression.
• Ability to obtain industry licences as needed.

Responsibilities

• Triages client leads and makes referrals to internal partners.
• Provides comprehensive advice and customized financial solutions.
• Meets clients to review financial and investment goals.
• Reviews and recommends banking and brokerage products.

Skills

Client relationship building

Time management

Communication

Risk management

Financial planning

Referral management

Portfolio management

Client-centric advisory

Executive presence

Sales fundamentals

Education

High School Diploma / GED

Bachelor's degree (desired)

Job description

Bank of America in Seattle is seeking a client-focused financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals through brokerage products, banking services, and managed solutions.

You will triage client leads, refer to partners, meet with clients to review goals, and pursue licenses (SAFE Act compliance). Training will occur at a financial center, then a phone-based role may follow before relocation to a suitable center.