Strategic Financial Solutions Advisor

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

Job summary

Bank of America is seeking a financial services professional to provide clients with comprehensive advice and customized solutions to achieve financial goals. Responsibilities include triaging leads, referrals to partners, meetings to review goals, and presenting a financial plan with brokerage products.

Position emphasizes licenses, regulatory due diligence, and building strong client relationships in a fast-paced environment.

Qualifications

• Requires Series 7 & 66 licenses (63/65 in lieu of 66 acceptable).
• Minimum 1 year in investments or financial services; sales experience with goals.
• Desirable CFP/CRPC licenses and insurance licenses.

Responsibilities

• Plan clients' short and long-term financial goals and build financial plans using brokerage products.
• Recommend banking and investment strategies aligned with client goals.
• Triages client requests and refers to appropriate internal service providers.

Skills

Advisory

Account Management

Client Experience

Oral Communications

Written Communications

Risk Management

Pipeline Management

Attention to Detail

Client Solutions Advisory

Active Listening

Education

Series 7 & 66 licenses

Job description

Bank of America is seeking a financial services professional to provide clients with comprehensive advice and customized solutions to achieve financial goals. Responsibilities include triaging leads, referrals to partners, meetings to review goals, and presenting a financial plan with brokerage products.

Position emphasizes licenses, regulatory due diligence, and building strong client relationships in a fast-paced environment.