Strategic Financial Solutions Advisor

Bank of America; Washington; On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, making referrals, and meeting with clients to review goals and recommend products, with SAFE Act licensing requirements.

This position supports residential mortgage loan activity and requires Series 7 and 66 (or 63/65) licenses, strong relationship building, pipeline management, and

Qualifications

• Current Series 7 and 66 licenses; or 63/65 with plan to obtain missing series within 60 days.
• Minimum one year in financial services or sales with goals met/exceeded.
• Builds and nurtures strong relationships; communicates effectively with clients.
• Manages goals, navigates complexity, and works in a fast-paced environment.
• Compliant with regulatory due diligence and licensing requirements.

Responsibilities

• Plans clients' short/long-term financial goals with brokerage products.
• Recommends banking and investment strategies aligned with client goals.
• Triages requests and refers to internal service providers by asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or branch clientele.

Skills

Client Experience

Solutions Advisory

Investment Management

Pipeline Management

Referral Management

Client Management

Customer Focus

Portfolio Management

Prospecting

Risk Management

Trading

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. The role includes triaging client leads, making referrals, and meeting with clients to review goals and recommend products, with SAFE Act licensing requirements.

This position supports residential mortgage loan activity and requires Series 7 and 66 (or 63/65) licenses, strong relationship building, pipeline management, and