Strategic Financial Solutions Advisor

Bank of America; Bellevue (WA); On-site; USD 40,000 - 46,000; Full time

Job summary

Bank of America is seeking a client-focused financial advisor to help clients achieve financial goals by planning with investments and banking products. The role includes triaging leads, making referrals, and reviewing goals with clients.

The position requires licensing (including FINRA SIE) and a high school diploma, with a potential bilingual Mandarin preference. Office-based work in Bellevue, WA with a 40-hour week and shift flexibility.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• FINRA Securities Industry Essentials (SIE) preferred.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Bilingual Mandarin preferred.

Responsibilities

• Works with clients to plan short and long-term financial goals via brokerage products.
• Recommends banking and investments strategies aligning with client goals.
• Triages client requests and makes referrals to appropriate internal service providers.

Skills

Client Experience Branding

Client Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer and Client Focus

Portfolio Management

Prospecting

Referral Identification

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Mandarin

Education

High School Diploma / GED / Secondary School or equivalent

FINRA SIE (Desiredd)

Bachelor’s degree and/or 1 year of financial services experience

Job description

Bank of America is seeking a client-focused financial advisor to help clients achieve financial goals by planning with investments and banking products. The role includes triaging leads, making referrals, and reviewing goals with clients.

The position requires licensing (including FINRA SIE) and a high school diploma, with a potential bilingual Mandarin preference. Office-based work in Bellevue, WA with a 40-hour week and shift flexibility.