Wealth & Investment Planning Advisor

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

Job summary

Bank of America is seeking a skilled financial professional to help clients plan their financial futures using a broad suite of brokerage and banking products. The role emphasizes building trusted relationships, guiding clients, and collaborating with internal teams to deliver tailored investment and banking solutions.

The position requires active licensing and industry experience, with a focus on regulatory compliance, client service, and achieving sales goals in a fast-paced environment.

Qualifications

• Current Series 7 & 66 licenses; if you do not currently hold 66 but have 63 or 65, an offer can be extended with a passing score within 60 days.
• At least 1 year experience in the investments industry with product knowledge.
• At least 1 year in financial services or a sales environment with goals met or exceeded.

Responsibilities

• Plans short- and long-term financial goals with brokerage products (stocks, bonds, mutual funds, annuities, and banking/managed solutions).
• Recommends banking and investments strategies aligned to client goals and needs.
• Triages client requests and refers to internal service providers based on needs and assets.
• Mitigates and controls risk as part of daily activities.
• Identifies and engages potential new clients through referrals or center clientele.
• Provides coaching and feedback to referral partners based on client needs and potential services.

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Job description

Bank of America is seeking a skilled financial professional to help clients plan their financial futures using a broad suite of brokerage and banking products. The role emphasizes building trusted relationships, guiding clients, and collaborating with internal teams to deliver tailored investment and banking solutions.

The position requires active licensing and industry experience, with a focus on regulatory compliance, client service, and achieving sales goals in a fast-paced environment.