Financial Planning & Advisory Specialist

Bank of America; Lynnwood (WA); On-site; USD 70,000 - 110,000; Full time

Job summary

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet with clients to review goals, and build financial plans including brokerage products and mortgage-related services.

Licenses and trainings are required for ongoing compliance. Role emphasizes strong client relationships, regulatory due diligence, and the ability to work in a fast-paced environment with a Monday-to-Friday schedule

Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry
• Minimum of one year of experience in financial services or sales
• Sets and accomplishes goals
• Builds and nurtures strong relationships
• Communicates effectively and confidently
• Able to work Monday through Friday and rotating Saturdays

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products
• Recommend banking and investments strategies aligned with goals
• Triages client requests and makes referrals to internal providers
• Mitigate and control risk in daily activities
• Identify and engage potential new clients via referrals
• Provide coaching to referral partners based on client needs

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, meet with clients to review goals, and build financial plans including brokerage products and mortgage-related services.

Licenses and trainings are required for ongoing compliance. Role emphasizes strong client relationships, regulatory due diligence, and the ability to work in a fast-paced environment with a Monday-to-Friday schedule