Financial Solutions Advisor- Nw Snohomish Area

Bank of America

Arlington, WA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Not specified (assumed to be in-person given the nature of the role)
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America is seeking a Financial Solutions Advisor for various locations in Washington, responsible for providing tailored financial advice to clients and helping them achieve their financial goals. The role requires strong sales and investment knowledge, along with a commitment to personal and professional growth within a supportive and inclusive workplace

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for various locations in Washington, responsible for providing tailored financial advice to clients and helping them achieve their financial goals. The role requires strong sales and investment knowledge, along with a commitment to personal and professional growth within a supportive and inclusive workplace.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Insurance licenses obtained

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year experience in investments industry
  • At least one year experience in financial service sales
  • SAFE Act registration and background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter