Strategic Financial Solutions Advisor

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

Benefits offered by this job

Incentive plan participation

Paid time off

Industry-leading benefits

Job summary

Bank of America is seeking a financial advisor in Des Moines to provide comprehensive advice and customized solutions to clients. This role involves building financial plans and recommending brokerage products while ensuring compliance with the SAFE Act registration.

The ideal candidate must hold Series 7 & 66 licenses, have at least one-year experience in the investment industry, and demonstrate excellent communication skills.

The position offers an annual salary between $70,000 and $80,000, based on qualifications, and provides industry-leading benefits.

Qualifications

• Must currently hold Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• Strong communication and relationship-building skills.

Responsibilities

• Help clients achieve financial goals by planning and recommending products.
• Make referrals to business partners based on client needs.
• Identify new clients through referrals.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Communication Skills

Risk Management

Attention to Detail

Education

Series 7 & 66 licenses

One year experience in investments

Experience in financial services or sales environment

Job description

Bank of America is seeking a financial advisor in Des Moines to provide comprehensive advice and customized solutions to clients. This role involves building financial plans and recommending brokerage products while ensuring compliance with the SAFE Act registration.

The ideal candidate must hold Series 7 & 66 licenses, have at least one-year experience in the investment industry, and demonstrate excellent communication skills.

The position offers an annual salary between $70,000 and $80,000, based on qualifications, and provides industry-leading benefits.