Financial Solutions Advisor- Seattle Area

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

Benefits offered by this job

Formulaic incentive eligible

Benefits eligible

Competitive benefits package

Job summary

Bank of America is seeking a financially skilled professional to provide comprehensive advisory services and customized solutions to clients, helping them meet financial goals. The role centers on triaging leads, making referrals, and reviewing goals with clients to build and adjust financial plans using brokerage products.

Licensing (Series 7/66 or equivalents) and at least 1 year in investments or financial services with a sales track record are required.

Qualifications

• Must hold Series 7 and 66 (or 63 and 65) licenses or equivalent
• Minimum of 1 year experience in the investments industry with product knowledge
• Minimum of 1 year experience in financial services or sales with meeting/exceeding goals
• Strong relationship-building and collaboration skills
• Effective communication with clients and ability to manage in a fast-paced environment
• Knowledge of regulatory due diligence integrated into daily activities

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products
• Recommend banking and investments strategies aligned to client goals
• Triages client requests and makes referrals to internal partners
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching to referral partners based on client needs and product services

Skills

Account Management

Advisory Experience

Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Pipeline Management

Causation Analysis

Policy and Procedures

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Job Description

Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities

• Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
• Recommends banking and investments strategies that align with client financial goals and needs
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
• Mitigates and controls risk as part of daily activities
• Identifies and engages potential new clients through referrals or financial center clientele
• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Required Qualifications

• Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses
• Minimum of one year of experience in the investments industry, including investment training and in‑depth knowledge of investment products and services
• Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast‑paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Efficiently manages time and capacity
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long‑term strategies for clients
• Must be able to work Monday through Friday and rotating Saturdays

Desired Qualifications

• Strong computer skills with an ability to multitask in a demanding environment
• Three or more years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone‑based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

Shift: 1st shift (United States of America) Hours Per Week: 40

Pay and benefits information

Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Benefits

• Formulaic incentive eligible
• This role is eligible to participate in a formulaic incentive plan.
• Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.
• Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
• This role is currently benefits eligible.
• We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Pay Transparency details US - WA - Edmonds - 306 Main St - EDMONDS BC (WA4115), US - WA - Lynnwood - 3220 188th St SW - ALDERWOOD BC (WA4101), US - WA - Lynnwood - 5727 196th St Sw (WA4127), US - WA - Seattle - 2010 Nw Market St - BALLARD BC (WA3105), US - WA - Seattle - 2800 Ne 125th St - LAKE CITY BC (WA3138), US - WA - Seattle - 345 NE Northgate Station Pl - Northgate (WA3150), US - WA - Seattle - 3601 Stone Way N - STONE WAY BC (WA3168), US - WA - Seattle - 404 N 85th St - GREENWOOD BC (WA3130), US - WA - Seattle - 4112 E Madison St - MADISON PARK BC (WA3140), US - WA - Seattle - 4622 25TH AVE NE - UNIVERSITY VILLAGE # 2 (WA3187), US - WA - Seattle - 4701 University Way Ne - University (WA3171), US - WA - Seattle - 8405 35th Ave Ne - WEDGWOOD BC (WA3175), US - WA - Shoreline - 1121 N 205TH ST - AURORA VILLAGE BC (WA3104), US - WA - Shoreline - 15401 Westminster Way N - AURORA NORTH BC (WA3100)

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well‑being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi‑faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency