Strategic Financial Solutions Advisor

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

Job summary

Bank of America in Washington state is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.

The role requires Series 7 and 66 licenses, at least one year in investments, and a sales mindset. You will work in a Bank of America financial center, with a Monday–Friday schedule and rotating Saturdays, in a full-time capacity.

Qualifications

• Holds Series 7 and 66 licenses (or 63/65 in lieu) required.
• Minimum of one year in investments and financial services.
• Experience in a sales environment with goals met.
• Willing to work Monday–Friday with rotating Saturdays.

Responsibilities

• Plan clients' financial goals and build financial plans with brokerage products.
• Recommend banking and investments strategies aligned with client goals.
• Triages client requests and directs referrals to partners based on needs.
• Mitigate risk as part of daily activities.
• Identify new clients through referrals or existing center clientele.
• Provide coaching to referral partners based on client needs.

Skills

Series 7 and 66 licenses

Strong client advisory

Sales oriented

Education

High School Diploma or GED

Job description

Bank of America in Washington state is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach financial goals.

The role requires Series 7 and 66 licenses, at least one year in investments, and a sales mindset. You will work in a Bank of America financial center, with a Monday–Friday schedule and rotating Saturdays, in a full-time capacity.