Financial Solutions Advisor — Client Investment Planner

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

Job summary

Bank of America on Bainbridge Island seeks a financial advisory professional to guide clients in achieving financial goals using brokerage and banking products. The role involves triaging leads, referrals, and building tailored financial plans while maintaining strong regulatory awareness.

Ideal candidates hold Series 7 & 66 (or equivalents), with at least one year in investments or financial services and a proven sales or client-management track record.

Qualifications

• Licensed or capable of obtaining required FINRA licenses (Series 7 & 66 or 63/65 alternatives).
• Experience in investments and financial services; sales environment experience helpful.
• Strong relationship-building, communication, and goal-driven mindset.
• Regulatory due diligence and SAFE Act awareness in residential loan origination context.

Responsibilities

• Plan client financial goals and build plans using brokerage products and banking solutions.
• Recommend banking and investment strategies aligned with client objectives.
• Triages client requests and refers to internal service providers as needed.
• Mitigate risk as part of daily activities and maintain compliance.
• Identify new clients through referrals and center-based relationships.
• Provide coaching to referral partners on client needs and services.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Risk Management

Written Communications

Job description

Bank of America on Bainbridge Island seeks a financial advisory professional to guide clients in achieving financial goals using brokerage and banking products. The role involves triaging leads, referrals, and building tailored financial plans while maintaining strong regulatory awareness.

Ideal candidates hold Series 7 & 66 (or equivalents), with at least one year in investments or financial services and a proven sales or client-management track record.