Financial Solutions Advisor – SAFE Act Registered

Emploive; Seattle, Northern (WA, KY); Hybrid; USD 40,000 - 47,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions. You will triage leads, refer to partners based on client needs, and review goals with clients to recommend suitable products.

You will pursue required licenses, develop client relationships, and work in a dynamic, regulated environment. This role emphasizes in-office collaboration with flexible role-based arrangements.

Qualifications

• High School Diploma or equivalent required.
• FINRA SIE certification preferred or in progress.
• Bachelor’s degree or 1 year in financial services or sales preferred.
• Strong client relationship skills and ability to assess needs.
• Ability to manage multiple tasks in a fast-paced environment.
• Experience with banking and investment product referrals.

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and refers to internal service providers.
• Mitigate and control risk as part of daily activities.
• Identify and engage new clients through referrals or existing centers.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

FINRA SIE

Bachelor’s degree or higher

High School Diploma / GED

Job description

Bank of America is seeking a client-focused financial advisor to provide comprehensive guidance and customized solutions. You will triage leads, refer to partners based on client needs, and review goals with clients to recommend suitable products.

You will pursue required licenses, develop client relationships, and work in a dynamic, regulated environment. This role emphasizes in-office collaboration with flexible role-based arrangements.