Investment & Financial Planning Advisor

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

Job summary

Bank of America is seeking a client-focused financial advisor to develop tailored financial plans and recommend brokerage products to help clients achieve their goals. You will triage leads, collaborate with partners, and build strong client relationships in a fast-paced, in-office environment.

The role requires relevant licenses (Series 7 & 66 or 63/65) and at least one year in the investments or financial services field. A professional sales background and drive to meet targets are preferred.

Qualifications

• Holds Series 7 & 66 licenses; if missing 66, 63/65 may be substituted with condition to pass within 60 days.
• At least 1 year in investments industry with product knowledge.
• At least 1 year in financial services or sales with goals met.
• Strong relationship building, collaboration, and client-focused mindset.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned to client needs.
• Triages client requests and refers to internal partners based on assets.
• Mitigate and manage risk in daily activities.
• Identify potential new clients through referrals or existing clientele.
• Coach and provide feedback to referral partners on client needs.

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

Policies & Guidelines

Client Management

Causation Analysis

Written Communications

Job description

Bank of America is seeking a client-focused financial advisor to develop tailored financial plans and recommend brokerage products to help clients achieve their goals. You will triage leads, collaborate with partners, and build strong client relationships in a fast-paced, in-office environment.

The role requires relevant licenses (Series 7 & 66 or 63/65) and at least one year in the investments or financial services field. A professional sales background and drive to meet targets are preferred.