Investment & Banking Solutions Advisor

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

Job summary

Bank of America is hiring in Washington state for a role focused on financial planning, brokerage products, and relationship management. The position requires active licensing and investment product expertise, with emphasis on helping clients meet their financial goals.

Responsibilities include triaging client needs, collaborating with internal partners, and maintaining compliance while delivering tailored banking and investment guidance.

Qualifications

• Currently holds Series 7 & 66 licenses; 63/65 in lieu acceptable with passing score within 60 days.
• At least one year experience in the investments industry with knowledge of investment products and services.
• At least one year experience in financial services or a sales environment with goals met or exceeded.
• Strong relationship-building, communication and ability to work in a fast-paced environment.

Responsibilities

• Triages client leads and refers to internal partners based on client needs and asset thresholds.
• Meets with clients to review financial and investment goals; builds a financial plan with brokerage products.
• Recommends banking and investments strategies aligned with client goals.
• Mitigates risk and ensures regulatory due diligence in daily activities and long-term strategies.

Skills

Licenses: Series 7 & 66

Investments experience

Sales experience

Relationship building

Communication

Time management

Tools

CRM systems

Excel

Office suite

Financial planning software

Job description

Bank of America is hiring in Washington state for a role focused on financial planning, brokerage products, and relationship management. The position requires active licensing and investment product expertise, with emphasis on helping clients meet their financial goals.

Responsibilities include triaging client needs, collaborating with internal partners, and maintaining compliance while delivering tailored banking and investment guidance.