Financial Planning & Investment Advisor

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

Benefits offered by this job

Competitive benefits

Incentive plan

Job summary

Bank of America is seeking a licensed financial professional to deliver comprehensive client advice, develop financial plans, and refer services based on client needs. The role emphasizes building relationships and meeting sales goals while maintaining regulatory standards.

Responsibilities include planning goals with brokerage products, recommending strategies, triaging requests, and coaching partners. Location flexibility may apply with an in-office culture and ongoing training.

Qualifications

• Series 7 and 66 licenses required (or 63/65 in lieu).
• Minimum 1 year of experience in investments and financial services sales.
• Experience meeting or exceeding sales goals and building client relationships.
• Strong communication and ability to work with diverse clients.
• Ability to handle multiple tasks and prioritize in a fast-paced environment.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal service providers based on assets.
• Mitigate and control risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Series 7/66 licenses

Investment products

Client advisory

Relationship building

Sales experience

Time management

Education

High School Diploma

Job description

Bank of America is seeking a licensed financial professional to deliver comprehensive client advice, develop financial plans, and refer services based on client needs. The role emphasizes building relationships and meeting sales goals while maintaining regulatory standards.

Responsibilities include planning goals with brokerage products, recommending strategies, triaging requests, and coaching partners. Location flexibility may apply with an in-office culture and ongoing training.