Investment & Financial Planning Advisor

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Incentive plan eligibility

Job summary

A leading financial institution in Federal Way seeks an experienced investment advisor to help clients achieve their financial goals. Responsibilities include building financial plans, recommending products, and ensuring clients receive tailored advice. The role requires Series 7 & 66 licenses and experience in the financial service industry. Candidates who are goal-oriented and efficient in client communications are encouraged to apply. This position includes a competitive salary, performance incentives, and industry-leading benefits.

Qualifications

• Must currently hold Series 7 & 66 licenses.
• At least one year of experience in the investments industry.
• Experience working in a financial service environment desired.

Responsibilities

• Build financial goals and plans with clients using brokerage products.
• Recommend banking and investment strategies that align with clients' financial goals.
• Triage client requests and make referrals to internal service providers.

Skills

Advisory

Client Management

Customer and Client Focus

Oral Communications

Attention to Detail

Risk Management

Education

Series 7 & 66 licenses

Professional designations (CFP, CRPC)

Job description

A leading financial institution in Federal Way seeks an experienced investment advisor to help clients achieve their financial goals. Responsibilities include building financial plans, recommending products, and ensuring clients receive tailored advice. The role requires Series 7 & 66 licenses and experience in the financial service industry. Candidates who are goal-oriented and efficient in client communications are encouraged to apply. This position includes a competitive salary, performance incentives, and industry-leading benefits.