Financial Solutions Advisor: Build Client Financial Plans

Bank of America; Olympia (WA); On-site; USD 60,000 - 100,000; Full time

Job summary

Bank of America seeks a Financial Advisor to help clients reach financial goals through comprehensive guidance on investments, banking, and planning. You will triage leads, refer to partners based on needs, and work with clients to review goals and recommend products.

Role requires pursuing licenses, a risk-aware mindset, and the ability to manage multiple tasks in a collaborative, in-office environment across multiple locations.

Qualifications

• Licensing coursework or licenses required or pursued (SIE/Series).
• Experience in cultivating client relationships and needs assessment.
• Ability to navigate a fast-paced environment while prioritizing client interests.

Responsibilities

• Plan clients' short and long-term financial goals with investment and banking solutions.
• Recommend strategies aligning with client needs and asset thresholds.
• Triages client requests and refers to internal service providers accordingly; mitigates risk.
• Identify potential new clients through referrals or center interactions.

Skills

Client relationships

Time management

Communication

Sales & advisory

Referral management

Portfolio knowledge

Risk awareness

Executive presence

Financial planning

Education

High School Diploma / GED

Bachelor’s degree (preferred)

Tools

Brokerage platforms

Job description

Bank of America seeks a Financial Advisor to help clients reach financial goals through comprehensive guidance on investments, banking, and planning. You will triage leads, refer to partners based on needs, and work with clients to review goals and recommend products.

Role requires pursuing licenses, a risk-aware mindset, and the ability to manage multiple tasks in a collaborative, in-office environment across multiple locations.