Financial Solutions Advisor: Build Wealth & Guide Clients

Bank of America; Olympia (WA); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America in Washington state seeks a Financial Advisor to deliver personalized financial guidance, triage client leads, and coordinate referrals to partners. You will meet clients to review goals, propose investment and banking solutions, and work toward licensure requirements (SAFE Act) for mortgage activity.

The role supports residential mortgage lending under regulatory guidelines. Travel and relocation may be required between financial centers to serve clients across multiple

Qualifications

• Aptitude in obtaining required industry licenses
• Must be self-disciplined in managing time and capacity
• Experience in cultivating client relationships, assessing needs and recommending solutions
• Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
• Executes multiple tasks simultaneously
• Learns and adapts to new technology or applications
• Currently holds FINRA SIE
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Identifies and engages potential new clients through referrals or financial center clientele

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma

Bachelor’s degree

FINRA SIE

Job description

Bank of America in Washington state seeks a Financial Advisor to deliver personalized financial guidance, triage client leads, and coordinate referrals to partners. You will meet clients to review goals, propose investment and banking solutions, and work toward licensure requirements (SAFE Act) for mortgage activity.

The role supports residential mortgage lending under regulatory guidelines. Travel and relocation may be required between financial centers to serve clients across multiple