Wealth Solutions & Investment Advisor

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

Job summary

Bank of America seeks a financial advisor with Series 7/66 and 1+ year in investments, to help clients plan financial goals through brokerage products and tailored solutions. The role includes client referrals, risk management, and relationship development across financial center clientele.

The position emphasizes advisory skills, regulatory due diligence, and delivering comprehensive financial planning services within an in-office, client-facing environment.

Qualifications

• Requires Series 7 and 66 (or 63 and 65 in lieu of 66).
• Minimum of one year of experience in the investments industry.
• Minimum of one year of experience in the financial service industry and/or a sales environment.

Responsibilities

• Plans clients' short and long-term financial goals by building a financial plan with brokerage products (stocks, bonds, mutual funds, annuities, banking and money management).
• Recommends banking and investments strategies aligned with client goals.
• 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.
• Provides coaching and feedback to referral partners based on client needs and potential product 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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a financial advisor with Series 7/66 and 1+ year in investments, to help clients plan financial goals through brokerage products and tailored solutions. The role includes client referrals, risk management, and relationship development across financial center clientele.

The position emphasizes advisory skills, regulatory due diligence, and delivering comprehensive financial planning services within an in-office, client-facing environment.