Investment & Financial Planning Advisor

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

Job summary

Bank of America in Washington state seeks a financial relationship advisor to provide comprehensive advice and customize solutions helping clients reach financial goals. You'll triage leads, refer to partners, meet with clients, review goals, build plans, and recommend brokerage products.

Role requires licenses, customer-focused communication, and the ability to navigate regulatory requirements. Schedule typically Monday–Friday with some Saturdays, 40 hours weekly.

Qualifications

• Currently holds Series 7 & 66 licenses (63 & 65 in lieu of 66) with potential extension if missing series is passed within 60 days.
• At least one year in the investments industry with training and knowledge of investment products and services.
• At least one year in financial services or a sales environment with goals met or exceeded.
• Ability to set and accomplish goals, build relationships, collaborate, and communicate confidently with clients.

Responsibilities

• Triages client leads and makes referrals to internal partners based on client needs and asset thresholds.
• Meets with clients to review financial and investment goals and builds financial plans.
• Recommends banking and investment strategies aligned with client goals.
• Engages in risk control as part of daily activities.
• Identifies potential new clients through referrals or center clientele.
• Provides coaching to referral partners based on client needs and services offered.

Skills

Advisory

Account Management

Client Experience Branding

Customer Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Written Communications

Education

FINRA Series 7 & 66 Licenses

Job description

Bank of America in Washington state seeks a financial relationship advisor to provide comprehensive advice and customize solutions helping clients reach financial goals. You'll triage leads, refer to partners, meet with clients, review goals, build plans, and recommend brokerage products.

Role requires licenses, customer-focused communication, and the ability to navigate regulatory requirements. Schedule typically Monday–Friday with some Saturdays, 40 hours weekly.