Financial Solutions Advisor: Build Client Wealth

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

Benefits offered by this job

Benefits package

Formulaic incentive plan

Job summary

Bank of America is seeking a licensed financial professional in the Washington area to provide comprehensive advisory services and customized solutions for clients, including triaging leads, referrals, and developing financial plans with brokerage products. The role emphasizes regulatory compliance, ongoing training, and building lasting client relationships.

Responsibilities include meeting with clients, reviewing goals, and recommending banking and investment strategies aligned with individual

Qualifications

• Currently holds Series 7 & 66 licenses (or 63/65 with 66 pending)
• At least one year of experience in the investments industry
• Experience in the financial services or sales environment
• Ability to set and achieve goals and build strong client relationships
• Strong communication and collaboration skills

Responsibilities

• Triages client leads and makes referrals to internal partners
• Builds financial plans leveraging brokerage products (stocks, bonds, mutual funds, annuities)
• Meets with clients to review financial and investment goals
• Recommends banking and investment strategies aligned with client needs
• Maintains regulatory due diligence and completes required trainings

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies Procedures Guidelines

Client Management

Causation Analysis

Written Communications

Job description

Bank of America is seeking a licensed financial professional in the Washington area to provide comprehensive advisory services and customized solutions for clients, including triaging leads, referrals, and developing financial plans with brokerage products. The role emphasizes regulatory compliance, ongoing training, and building lasting client relationships.

Responsibilities include meeting with clients, reviewing goals, and recommending banking and investment strategies aligned with individual