Wealth & Investment Advisor

Bank of America; Redmond (WA); On-site; USD 60,000 - 70,000; Full time

Job summary

Bank of America in Bellevue, WA is seeking a financial professional to provide comprehensive advice and customized solutions helping clients achieve their financial goals through brokerage products and banking services.

The role includes triaging client needs, making referrals to internal partners, ensuring licensing requirements are met, and complying with SAFE Act regulations in a fast-paced environment.

Qualifications

• Aptitude in obtaining required industry licenses.
• Experience in cultivating client relationships, assessing needs and recommending solutions.
• Demonstrates a results-driven mindset while prioritizing client's interests in a fast-paced environment.
• Learns and adapts to new technology or applications.

Responsibilities

• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• Recommends banking and investments strategies that align with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or financial center clientele.

Skills

Licensing aptitude

Client relationship

Time management

Communication

Collaboration

Sales experience

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Bellevue, WA is seeking a financial professional to provide comprehensive advice and customized solutions helping clients achieve their financial goals through brokerage products and banking services.

The role includes triaging client needs, making referrals to internal partners, ensuring licensing requirements are met, and complying with SAFE Act regulations in a fast-paced environment.