Client-Focused Investment & Financial Planning Advisor

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Participation in incentive plans

Job summary

Bank of America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions.

Responsibilities involve triaging client leads, reviewing goals, and recommending brokerage products. A minimum of one year’s experience in the financial services industry is required alongside necessary licensing.

Qualifications

• Must hold Series 7 & 66 licenses, or Series 63 or 65.
• At least one year experience in the investments industry.
• Strong relationship-building skills.

Responsibilities

• Plan short and long-term financial goals with clients.
• Recommend banking and investment strategies.
• Triages client requests and makes referrals.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

Series 7 & 66 licenses

At least one year experience in investments

Experience in financial services

Job description

Bank of America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions.

Responsibilities involve triaging client leads, reviewing goals, and recommending brokerage products. A minimum of one year’s experience in the financial services industry is required alongside necessary licensing.