Strategic Financial Planner & Investment Advisor

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

Benefits offered by this job

Formulaic incentive eligible

Benefits eligible

Competitive benefits package

Job summary

Bank of America is seeking a financially skilled professional to provide comprehensive advisory services and customized solutions to clients, helping them meet financial goals. The role centers on triaging leads, making referrals, and reviewing goals with clients to build and adjust financial plans using brokerage products.

Licensing (Series 7/66 or equivalents) and at least 1 year in investments or financial services with a sales track record are required.

Qualifications

• Must hold Series 7 and 66 (or 63 and 65) licenses or equivalent
• Minimum of 1 year experience in the investments industry with product knowledge
• Minimum of 1 year experience in financial services or sales with meeting/exceeding goals
• Strong relationship-building and collaboration skills
• Effective communication with clients and ability to manage in a fast-paced environment
• Knowledge of regulatory due diligence integrated into daily activities

Responsibilities

• Plan clients' short and long-term financial goals with brokerage products
• Recommend banking and investments strategies aligned to client goals
• Triages client requests and makes referrals to internal partners
• Mitigate and control risk as part of daily activities
• Identify and engage potential new clients through referrals or center clientele
• Provide coaching to referral partners based on client needs and product services

Skills

Account Management

Advisory Experience

Branding

Customer Focus

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Pipeline Management

Causation Analysis

Policy and Procedures

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a financially skilled professional to provide comprehensive advisory services and customized solutions to clients, helping them meet financial goals. The role centers on triaging leads, making referrals, and reviewing goals with clients to build and adjust financial plans using brokerage products.

Licensing (Series 7/66 or equivalents) and at least 1 year in investments or financial services with a sales track record are required.