Financial Solutions Advisor - International

Bank of America

Seattle, United States
Base: $70,000.00 - $80,000.00 annualized salary; b...
Financial planning and advice
Brokerage product recommendations
Client lead triaging
Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders

Job Summary

  • Responsible Growth is how Bank of America runs its company and delivers 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.
  • Bank of America provides industry-leading benefits, access to paid time off, resources, and support to its employees.

Matching Summary

Responsible Growth is how Bank of America runs its company and delivers for clients, teammates, communities, and shareholders.

Salary

Base: $70,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage product recommendations
  • Client lead triaging
  • Referrals to business partners
  • SAFE Act registration

Nice-to-have

  • Building and nurturing relationships
  • Effective communication and engagement
  • Adaptability and learning new information
  • Goal setting and accomplishment

Key Requirements

  • Series 7 & 66 licenses
  • Mandarin language proficiency
  • 1+ year investments industry experience
  • 1+ year financial service/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter