Financial Solutions Advisor- Seattle North Area

Bank of America

Edmonds, WA, USA
$70,000.00 - $80,000.00 annualized salary; formula...
Financial planning and advice
Client relationship management
Brokerage product recommendations
Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders

Job Summary

  • Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.
  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals, including building financial plans and recommending brokerage products.
  • The role is eligible for a formulaic incentive plan based on performance against defined metrics and offers industry-leading benefits, paid time off, and resources for employee wellness.

Matching Summary

Bank of America is committed to helping make financial lives better through the power of every connection, driving Responsible Growth and delivering for clients, teammates, communities, and shareholders.

Salary

$70,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and advice
  • Client relationship management
  • Brokerage product recommendations
  • Risk mitigation
  • New client engagement

Nice-to-have

  • Mandarin language proficiency
  • Collaborative team environment
  • Adaptability to new information
  • Thorough regulatory due diligence

Key Requirements

  • Series 7 & 66 licenses required
  • 1 year investments industry experience
  • 1 year financial service/sales experience
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter