Financial Planning & Investment Advisor

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Washington state seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.

You will triage client leads, refer to internal partners, meet with clients to review goals, build financial plans, and recommend brokerage products. This role requires required licenses and SAFE Act registration, with eligible benefits and a formulaic incentive plan.

Qualifications

• Current holds Series 7 & 66 licenses (or 63/65 in lieu).
• At least one year experience in investments or financial services.
• Experience in financial services or a sales environment with goals met or exceeded.
• Ability to plan and advise on financial goals and products.

Responsibilities

• Provide comprehensive advice and customized solutions to clients.
• Triages client leads and refers to internal service providers.
• Meet with clients to review financial and investment goals and build a financial plan.
• Recommend brokerage products and banking solutions.
• Ensure regulatory due diligence and SAFE Act compliance.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Written Communications

Risk Management

Attention to Detail

Pipeline Management

Job description

Bank of America in Washington state seeks a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.

You will triage client leads, refer to internal partners, meet with clients to review goals, build financial plans, and recommend brokerage products. This role requires required licenses and SAFE Act registration, with eligible benefits and a formulaic incentive plan.