Wealth & Investment Solutions Advisor

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

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Bank of America in Renton, WA seeks a financial professional to deliver comprehensive guidance and customized solutions. You will triage leads, refer clients to internal partners, and build plans covering investments, banking, and advisory services to help clients reach their financial goals.

The role expects licenses (Series 7/66 or equivalents), at least one year in investments and financial services, and comfort working in a fast-paced, goal-driven environment with Monday–Friday schedules and

Qualifications

• Current Series 7 and 66 licenses (or 63 and 65 in lieu).
• Minimum of one year of experience in investments and knowledge of investment products and services.
• Minimum of one year in financial services or a sales environment with goals met or exceeded.
• Must be able to work Monday through Friday with rotating Saturdays.

Responsibilities

• Plan clients' short and long-term financial goals by building a financial plan with brokerage products.
• Recommend banking and investments strategies aligned to client goals.
• Triages client requests and refers to internal service providers based on asset thresholds.
• Mitigate risk as part of daily activities.
• Identify potential new clients through referrals or center clientele.
• Provide coaching to referral partners based on client needs and services.

Skills

Account Management

Advisory

Client Experience

Oral Communications

Active Listening

Attention to Detail

Risk Management

Written Communications

Pipeline Management

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Renton, WA seeks a financial professional to deliver comprehensive guidance and customized solutions. You will triage leads, refer clients to internal partners, and build plans covering investments, banking, and advisory services to help clients reach their financial goals.

The role expects licenses (Series 7/66 or equivalents), at least one year in investments and financial services, and comfort working in a fast-paced, goal-driven environment with Monday–Friday schedules and