Strategic Financial Solutions Advisor

Bank of America; Portland (OR); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America in Portland, Oregon, is seeking a dedicated financial advisor to assist clients in achieving their financial goals. This role involves triaging client leads, reviewing financial plans, and recommending brokerage products.

Successful candidates will have Series 7 & 66 licenses and a year of experience in financial services. The position follows an in-office schedule, allowing flexibility based on role specifics.

Qualifications

• Currently holds Series 7 & 66 licenses.
• At least one year experience in the investments industry.
• Experience in financial service and sales environment.

Responsibilities

• Works with clients to plan short and long-term financial goals.
• Recommends banking and investment strategies.
• Triages client requests and makes referrals.

Skills

Advisory

Client Experience Branding

Attention to Detail

Active Listening

Client Solutions Advisory

Oral Communications

Education

Series 7 & 66 licenses

Experience in investments industry

Job description

Bank of America in Portland, Oregon, is seeking a dedicated financial advisor to assist clients in achieving their financial goals. This role involves triaging client leads, reviewing financial plans, and recommending brokerage products.

Successful candidates will have Series 7 & 66 licenses and a year of experience in financial services. The position follows an in-office schedule, allowing flexibility based on role specifics.