Financial Solutions Advisor II: Client Planning & Growth

ghr; Mercer Island (WA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to triage leads, build personalized financial plans, and recommend brokerage products. The role involves meeting with clients to review goals, expanding knowledge through required licenses, and supporting SAFE Act registration requirements.

The position emphasizes building trust with clients, coordinating with internal partners, and maintaining compliance while delivering tailored financial solutions.

Qualifications

• Requires High School Diploma or equivalent.
• Experience in financial advisory or banking roles is preferred.
• Licenses/ trainings must be completed per regulatory requirements.

Responsibilities

• Triages client needs and builds financial plans with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Meets with clients to review financial and investment objectives and adjust plans.
• Identifies referrals to internal service providers based on asset thresholds.
• Mitigates risk as part of daily activities.
• Engages new clients through referrals or banking center networks.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial advisor to triage leads, build personalized financial plans, and recommend brokerage products. The role involves meeting with clients to review goals, expanding knowledge through required licenses, and supporting SAFE Act registration requirements.

The position emphasizes building trust with clients, coordinating with internal partners, and maintaining compliance while delivering tailored financial solutions.