Strategic Financial Planning Advisor

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America seeks a financial advisor to deliver comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and banking services.

Responsibilities include triaging client leads, referrals, and building financial plans. Licenses (Series 7/66 or 63/65) and industry experience are required, with ongoing licensing and trainings. SAFE Act registration applies. Benefits eligible.

Qualifications

• Currently holds Series 7 & 66 licenses; 63/65 in lieu of 66 accepted.
• Has at least one year experience in investments; knowledge of investment products and services.
• At least one year in financial services or sales with goals achieved.

Responsibilities

• Triages client requests and makes referrals to internal service providers.
• Plans short and long-term financial goals with brokerage products.
• Builds a financial plan and recommends banking/investment products.
• Meets with clients to review goals and adjust plans; maintains regulatory due diligence.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Series 7 & 66 licenses

CFP designation

CRPC designation

Insurance licenses

Job description

Bank of America seeks a financial advisor to deliver comprehensive advice and customized solutions to clients, helping them reach financial goals through brokerage products and banking services.

Responsibilities include triaging client leads, referrals, and building financial plans. Licenses (Series 7/66 or 63/65) and industry experience are required, with ongoing licensing and trainings. SAFE Act registration applies. Benefits eligible.