Senior Financial Solutions Advisor — Wealth Planning

ghr; Seattle (WA); Presencial; USD 70.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Formulaic incentive plan

Industry-leading benefits

Descripción de la vacante

Bank of America in Seattle, WA is hiring for a role focused on delivering comprehensive financial guidance and customized strategies to help clients reach their financial goals. The position emphasizes building plans with brokerage products and coordinating referrals to internal partners, while maintaining regulatory compliance and licensing requirements.

The role requires strong client management, advisory skills, and communication.

Formación

• Provide comprehensive financial advice and guidance.
• Must obtain required licenses and trainings as per regulatory standards.
• Experience in financial services or brokerage is preferred.

Responsabilidades

• Works with clients to plan short- and long-term financial goals using brokerage products.
• Recommends banking and investments aligned with client goals.
• Triages client requests and refers to internal service providers by needs and assets.
• Mitigates and controls risk in daily activities.
• Identifies potential new clients through referrals or existing clientele.
• Provides coaching to referral partners based on client needs.

Conocimientos

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America in Seattle, WA is hiring for a role focused on delivering comprehensive financial guidance and customized strategies to help clients reach their financial goals. The position emphasizes building plans with brokerage products and coordinating referrals to internal partners, while maintaining regulatory compliance and licensing requirements.

The role requires strong client management, advisory skills, and communication.