Client-Focused Investment & Financial Planning Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan eligibility

Job summary

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to achieve their financial goals. This role includes triaging client leads, making referrals, and reviewing financial goals.

The ideal candidate will have industry experience, strong relationship-building skills, and relevant licenses. The position comes with competitive compensation and benefits.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• At least one year of experience in the investments and financial service industries.
• Ability to build and nurture strong relationships with clients.

Responsibilities

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

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

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Job description

Bank of America is seeking a financial advisor to provide comprehensive advice and customized solutions to clients to achieve their financial goals. This role includes triaging client leads, making referrals, and reviewing financial goals.

The ideal candidate will have industry experience, strong relationship-building skills, and relevant licenses. The position comes with competitive compensation and benefits.