Wealth & Investment Solutions Advisor

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

Job summary

Bank of America seeks a Financial Advisor in Washington state to provide comprehensive guidance and customized solutions to clients, triage leads, and build financial plans with brokerage products. You will meet with clients to review goals, referrals to partners, and ensure regulatory compliance including required licenses.

Strong relationship-building and time management are essential for a fast-paced environment.

Qualifications

• Currently holds Series 7 & 66 licenses (63/65 in lieu of 66) and can obtain missing series within 60 days.
• At least one year experience in investments and knowledge of investment products and services.
• Experience in financial services or sales with goals met or exceeded.
• Strong relationship-building and client-focused mindset.
• Regulatory due diligence and compliance awareness.

Responsibilities

• Triages client leads and refers to internal partners based on needs and assets.
• Builds financial plans and recommends brokerage products to align with goals.
• Provides advisory services and coaching to referral partners.
• Maintains risk controls and adheres to regulatory requirements.
• Develops and grows the client base through referrals and centers of influence.
• Delivers clear, compliant guidance and supports client financial journeys.

Skills

Advisory

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Issue Management

Client Solutions Advisory

Pipeline Management

Active Listening

Attention to Detail

Risk Management

Policies, Procedures, and Guidelines

Client Management

Causation Analysis

Written Communications

Education

Certified Financial Planner (CFP)

Chartered Retirement Planning Counselor (CRPC)

Insurance licenses

Job description

Bank of America seeks a Financial Advisor in Washington state to provide comprehensive guidance and customized solutions to clients, triage leads, and build financial plans with brokerage products. You will meet with clients to review goals, referrals to partners, and ensure regulatory compliance including required licenses.

Strong relationship-building and time management are essential for a fast-paced environment.