Strategic Financial Solutions Advisor

Bank of America; Duvall (WA); On-site; USD 82,667,000 - 96,421,000; Full time

Job summary

Bank of America is seeking a financial professional to advise clients and tailor investment and banking solutions that align with their financial goals.

The role involves triaging leads, coordinating referrals to partners, and meeting with clients to review and refine their plans. Licenses and ongoing training are required, with SAFE Act familiarity essential for residential loan work.

Qualifications

• Aptitude in obtaining required industry licenses.
• Must be self‑disciplined in managing time and capacity.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results‑driven mindset while prioritizing client's interest in a complex, fast‑paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their financial goals by building a financial plan with brokerage products.
• Recommends banking and investments strategies that align with client goals.
• Triages client requests and makes referrals to internal service providers.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or banking center clientele.

Skills

Client Experience

Investment Management

Pipeline Management

Referral Management

Portfolio Management

Prospecting

Business Acumen

Executive Presence

Oral Communications

Risk Management

Trading

Education

High School Diploma / GED

Bachelor’s degree or equivalent experience

Job description

Bank of America is seeking a financial professional to advise clients and tailor investment and banking solutions that align with their financial goals.

The role involves triaging leads, coordinating referrals to partners, and meeting with clients to review and refine their plans. Licenses and ongoing training are required, with SAFE Act familiarity essential for residential loan work.