Financial Solutions Advisor Stage Ii - Registration Candidate (evergreen)

Bank of America (GHR)

Mercer Island, WA, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
Client financial goal planning
Brokerage product recommendations
Client lead triaging and referrals
This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions based on performance against defined metrics.
  • The position requires completing required licenses and trainings, including SAFE Act registration for mortgage-related activities.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

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

  • Client financial goal planning
  • Brokerage product recommendations
  • Client lead triaging and referrals

Nice-to-have

  • Strong oral and written communication
  • Active listening and attention to detail
  • Risk management and mitigation skills

Key Requirements

  • High School Diploma or GED
  • SAFE Act registration compliance
  • Completion of required licenses and trainings

Work Rights

Not specified

Tailored Resume

Cover Letter