Financial Solutions Advisor - International

Bank of America

Seattle, WA, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
Financial planning with brokerage products
Client relationship management
Risk mitigation and control
Bank of America is committed to an inclusive workplace and offers opportunities to learn, grow, and make an impact

Job Summary

  • Bank of America is committed to an inclusive workplace and offers opportunities to learn, grow, and make an impact.
  • This role involves building financial plans, recommending brokerage products, and triaging client leads to meet financial goals.
  • Employees are eligible for a formulaic incentive plan and industry-leading benefits to support their well-being and career growth.

Matching Summary

Bank of America is committed to an inclusive workplace and offers opportunities to learn, grow, and make an impact.

Salary

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

Skills & Requirements

Must-have

  • Financial planning with brokerage products
  • Client relationship management
  • Risk mitigation and control
  • Referral and lead triaging
  • Investment product knowledge

Nice-to-have

  • Strong computer multitasking skills
  • Goal setting and achievement
  • Effective collaboration
  • Adaptability and continuous learning
  • Coaching and feedback provision

Key Requirements

  • Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
  • Mandarin language proficiency
  • Minimum one year investment industry experience
  • SAFE Act registration compliance
  • At least one year financial services or sales experience

Work Rights

SAFE Act registration required

Tailored Resume

Cover Letter