Client-Focused Investment & Financial Planning Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan participation

Job summary

Bank of America in Kenmore, Washington is seeking an Investment Advisor responsible for providing comprehensive advice and customized solutions to help clients achieve financial goals. You will work closely with clients to develop financial plans, recommend investment products, and manage client relationships.

The role requires Series 7 and 66 licenses and strong experience in the investments and financial service industries. The position offers an annualized salary between $70,000 and $80,000, plus incentives and industry-leading benefits.

Qualifications

• Currently holds Series 7 & 66 licenses, or equivalent.
• At least one year experience in the investments industry.
• At least one year experience working in the financial service/sales environment.

Responsibilities

• Works with clients to plan financial goals using various broker products.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.
• Mitigates and controls risk in daily activities.

Skills

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Issue Management

Risk Management

Written Communications

Education

Series 7 & 66 licenses

Experience in investments industry

Experience in financial service industry

Job description

Bank of America in Kenmore, Washington is seeking an Investment Advisor responsible for providing comprehensive advice and customized solutions to help clients achieve financial goals. You will work closely with clients to develop financial plans, recommend investment products, and manage client relationships.

The role requires Series 7 and 66 licenses and strong experience in the investments and financial service industries. The position offers an annualized salary between $70,000 and $80,000, plus incentives and industry-leading benefits.