Strategic Financial Solutions Advisor

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive eligible role

Job summary

A leading financial institution is seeking a qualified professional to provide comprehensive financial advice and customized solutions. Responsibilities include triaging client leads, building financial plans, and recommending brokerage products. The ideal candidate must hold Series 7 & 66 licenses and have at least one year of experience. This position offers competitive salary and a strong benefits package, fostering a culture aligned with financial growth and client satisfaction.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of 1 year in investments industry.
• 1 year experience in financial service sales.

Responsibilities

• Build financial plans with brokerage products.
• Recommend banking and investment strategies.
• Triages client requests and makes referrals.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Series 7 & 66 licenses

1 year experience in investments industry

1 year experience in financial service

Job description

A leading financial institution is seeking a qualified professional to provide comprehensive financial advice and customized solutions. Responsibilities include triaging client leads, building financial plans, and recommending brokerage products. The ideal candidate must hold Series 7 & 66 licenses and have at least one year of experience. This position offers competitive salary and a strong benefits package, fostering a culture aligned with financial growth and client satisfaction.