Financial Solutions Advisor — Client Growth & Planning

Bank of America; Seattle (WA); On-site; USD 45,000 - 55,000; Full time

Job summary

A leading financial institution in Seattle is looking for a Financial Solutions Advisor Registration Candidate. This entry-level role involves providing comprehensive financial advice to clients, managing client relationships, and complying with regulatory requirements. Candidates should have relevant licenses and a background in the financial services industry. The position offers a full-time schedule and opportunities for professional growth.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalent.
• 1+ years experience in the investments industry.
• 1+ years experience in financial service or sales environment.

Responsibilities

• Work with clients to plan short and long-term financial goals.
• Recommend banking and investment strategies based on client needs.
• Triages client requests and makes referrals to service providers.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Risk Management

Written Communications

Education

Series 7 & 66 licenses

High school diploma or equivalent

Job description

A leading financial institution in Seattle is looking for a Financial Solutions Advisor Registration Candidate. This entry-level role involves providing comprehensive financial advice to clients, managing client relationships, and complying with regulatory requirements. Candidates should have relevant licenses and a background in the financial services industry. The position offers a full-time schedule and opportunities for professional growth.