Financial Solutions Advisor- South Puget Sound/Seattle Market Area

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

Job summary

Bank of America seeks a client-focused financial advisor to provide comprehensive advice and customized solutions. You will triage leads, refer to partners, meet with clients to review goals, build a financial plan, and recommend brokerage products.

This role requires licenses and SAFE Act registration, with training at a financial center before a possible switch to phone-based work. The position emphasizes regulatory due diligence, strong relationship-building, and the ability to work in a

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 with a 66 passing score within 60 days).
• At least one year in the investments industry with knowledge of investment products.
• At least one year in financial services or a sales environment with goals met.
• Sets and achieves goals; builds strong client relationships; collaborates well.
• Efficiently manages time, priorities, and regulatory due diligence.

Responsibilities

• Develops financial plans and recommends brokerage products to meet client goals.
• Recommends banking and investments strategies aligned with client needs.
• Triages client requests and refers to appropriate internal service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals.
• Provides coaching to referral partners based on client needs.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Insurance licenses

Job description

Job Description

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.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed.

Work Schedule

Monday-Friday, plus some Saturdays as Required.

Sample Schedule: 8am-5pm, 9am-6pm, etc.

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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. 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 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
• Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, achieving whatever you put your 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 your time and capacity.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications

• Strong computer skills with an ability to multitask in a demanding environment.
• At least three years' 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 your insurance licenses.

Skills

• Advisory
• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis
• Written Communications

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 Transparency details

US - WA - Bainbridge Island - 1200 HILDEBRAND LN NE - BAINBRIDGE ISLAND BC (WA6101), US - WA - Bainbridge Island - 1200 HILDEBRAND LN NE - BAINBRIDGE ISLAND BC (WA6101), US - WA - Bonney Lake - 19321 State Route 410 E - BONNEY LAKE BANKING CENTER (WA5109), US - WA - Des Moines - 707 S 227th St - DES MOINES BC (WA3118), US - WA - Federal Way - 2100 Sw 336th St - TWIN LAKES BC (WA5142), US - WA - Federal Way - 32011 Pacific Hwy S - FEDERAL WAY BC (WA5113), US - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Kent - 311 4TH AVE N - KENT BC (WA5119), US - WA - Lacey - 601 Sleater Kinney Rd Se - LACEY BC (WA5123), US - WA - Mercer Island - 2830 80th Ave Se - MERCER ISLAND BC (WA3143), US - WA - Olympia - 910 Black Lake Blvd Sw - BLACK LAKE BC (WA5107), US - WA - Port Orchard - 1497 Olney Ave Se - PORT ORCHARD BC (WA6112), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Puyallup - 205 W Meeker - PUYALLUP BC (WA5132), US - WA - Seattle - 100 W Mercer St - QUEEN ANNE BC (WA3154), US - WA - Seattle - 1700 7th Ave - 7th And Olive (WA1103), US - WA - Seattle - 2202 Westlake Ave - SOUTH LAKE UNION BC (WA3188), US - WA - Seattle - 2555 Beacon Ave S - BEACON HILL BC (WA3106), US - WA - Seattle - 2600 Sw Barton St - WESTWOOD BC (WA3178), US - WA - Seattle - 4001 Sw Alaska St - West Seattle (WA3176), US - WA - Seattle - 408 Pike St - WESTLAKE PARK BC (WA3177), US - WA - Seattle - 4825 Rainier Ave S - COLUMBIA CITY BC (WA3116), US - WA - Seattle - 525 S Jackson St - INTERNATIONAL BC (WA3134), US - WA - Seattle - 7153 MARTIN LUTHER KING JR WAY S - RAINIER VALLEY BC (WA3156), US - WA - Silverdale - 9981 Silverdale Way Nw - Silverdale Towne Centre (WA6118) {+ 3 more}

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.

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.

Benefits

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.