Strategic Investment & Financial Planner

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

Benefits offered by this job

Benefits package

Incentive plan

Job summary

Bank of America in the United States seeks a client advisor to provide comprehensive financial guidance, review goals, and recommend brokerage and banking solutions. The role focuses on building trusted client relationships and coordinating with internal partners to tailor plans that meet asset thresholds.

Candidates should hold Series 7 and 66 licenses or equivalents, have at least one year in investments, and be ready for a Monday–Friday schedule with rotating Saturdays.

Qualifications

• Holds Series 7 and 66 licenses or equivalents.
• At least one year in investments and financial services.
• At least one year in sales with meeting/exceeding goals.
• Demonstrates strong relationship building and collaboration.
• Ability to communicate clearly with clients and colleagues.

Responsibilities

• Plan clients' short- and long-term financial goals with brokerage products.
• Recommend banking and investment strategies aligned with client needs.
• Triages client requests and routes to appropriate service providers.
• Mitigates risk as part of daily activities.
• Identify new clients through referrals and internal networks.
• Provide coaching to referral partners based on client needs.

Skills

Series 7/66 licenses

Account Management

Advisory

Client Experience

Oral Communications

Time Management

Regulatory Knowledge

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a client advisor to provide comprehensive financial guidance, review goals, and recommend brokerage and banking solutions. The role focuses on building trusted client relationships and coordinating with internal partners to tailor plans that meet asset thresholds.

Candidates should hold Series 7 and 66 licenses or equivalents, have at least one year in investments, and be ready for a Monday–Friday schedule with rotating Saturdays.