Financial Solutions Advisor I: Launch Licensed Advisory

Bank of America; Seattle (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching from Academy managers

Networking opportunities with clients

Job summary

A leading financial institution is seeking a Financial Solutions Advisor in Seattle. The role involves gaining licenses and building client relationships through exceptional advice and solutions. Candidates must be self-disciplined and skilled in communication to thrive in a fast-paced environment. This full-time position includes training for essential industry licenses. Join a company dedicated to making financial lives better and enjoy a structured career development path.

Qualifications

• Ability to obtain required industry licenses.
• Experience in cultivating client relationships and recommending solutions.
• Demonstrates results-driven mindset in a fast-paced environment.

Responsibilities

• Help clients obtain financial licenses and guide them in their financial journey.
• Deliver banking, investment solutions, and client care.
• Collaborate with banking partners to connect clients with resources.

Skills

Advisory

Client Experience Branding

Active Listening

Attention to Detail

Oral Communications

Issue Management

Education

High School Diploma / GED

Job description

A leading financial institution is seeking a Financial Solutions Advisor in Seattle. The role involves gaining licenses and building client relationships through exceptional advice and solutions. Candidates must be self-disciplined and skilled in communication to thrive in a fast-paced environment. This full-time position includes training for essential industry licenses. Join a company dedicated to making financial lives better and enjoy a structured career development path.