Financial Solutions Advisor: Client Wealth Guidance

ghr; Seattle (WA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Benefits eligible

Competitive pay

Job summary

Bank of America is seeking a Financial Solutions Advisor Stage I - Registration Candidate to begin as a trainee and progress to a full Financial Solutions Advisor. The role involves delivering end-to-end financial guidance, evaluating client goals, and recommending banking and investment products.

The position requires completing Series 7 and 66 within 120 days, strong communication skills, and adaptability in a fast-paced environment, with SAFE Act registration obligations.

Qualifications

• Series 7 & 66 must be obtained within 120 days.
• Clear communication skills and ability to multitask in a fast-paced environment.
• Proficiency with computers and ability to multitask.
• SAFE Act registration requirements apply to this role and related processes.

Responsibilities

• Provide end-to-end comprehensive financial advice and customized solutions.
• Conduct client reviews/presentations on investment goals and products.
• Engage customers in the lobby and present value propositions.
• Triage client leads and refer to appropriate internal service providers.
• Participate in ongoing training and coordination with Wealth Management teams.
• Bridge knowledge between banking and brokerage products and services.

Skills

Series 7 & 66

Communication

Computer skills

Adaptability

Education

High School Diploma / GED

Job description

Bank of America is seeking a Financial Solutions Advisor Stage I - Registration Candidate to begin as a trainee and progress to a full Financial Solutions Advisor. The role involves delivering end-to-end financial guidance, evaluating client goals, and recommending banking and investment products.

The position requires completing Series 7 and 66 within 120 days, strong communication skills, and adaptability in a fast-paced environment, with SAFE Act registration obligations.