Client-Focused Financial Solutions Advisor

Bank of America; Vancouver (WA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Wellness resources

Job summary

Bank of America is seeking a client-facing advisor in Washington to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to business partners, and meet clients to review goals and investment opportunities.

The role requires licenses and ongoing training, with SAFE Act considerations for mortgage activity. Join a firm committed to an inclusive culture, career development, and competitive benefits, while delivering responsible growth for clients and

Qualifications

• Licenses required or in progress to comply with industry rules.
• Strong time management and capacity discipline.
• Experience in cultivating client relationships and assessing needs.

Responsibilities

• Plan clients' short and long-term goals with brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client goals.
• Triages requests and referrals to internal service providers; manage risk daily.
• Identify and engage potential new clients through referrals and existing clientele.

Skills

Client Experience

Client Solutions

Investment Mgmt

Portfolio Mgmt

Risk Mgmt

Oral Communications

Prospecting

Executive Presence

Education

High School Diploma

GED

Job description

Bank of America is seeking a client-facing advisor in Washington to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to business partners, and meet clients to review goals and investment opportunities.

The role requires licenses and ongoing training, with SAFE Act considerations for mortgage activity. Join a firm committed to an inclusive culture, career development, and competitive benefits, while delivering responsible growth for clients and