Financial Solutions Advisor Stage I Consumer Investments - Seattle South

Bank of America

Seattle, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Client relationship management
Financial goal achievement
Investment product knowledge
Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals

Job Summary

  • Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
  • Engage and share value proposition with customers in the lobby and triage client leads, making referrals to appropriate internal service providers.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Provide end-to-end comprehensive advice and customized solutions to clients, helping them achieve their financial goals.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client relationship management
  • Financial goal achievement
  • Investment product knowledge
  • Banking and investment solutions awareness
  • Client lead triage

Nice-to-have

  • Adaptability and problem-solving
  • Team collaboration
  • Diverse and inclusive workplace

Key Requirements

  • Series 7 & 66 within 120 days
  • High School Diploma / GED / Secondary School
  • SAFE Act registration

Work Rights

Not specified

Tailored Resume

Cover Letter