Financial Solutions Advisor Stage Ii - Registration Candidate - Seattle South

Bank of America (GHR)

Seattle, United States
$70,000.00 - $80,000.00 annualized salary; formula...
Financial planning and advice
Brokerage product recommendations
Client needs assessment
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

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

Salary

$70,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Industry-leading benefits

Skills & Requirements

Must-have

  • Financial planning and advice
  • Brokerage product recommendations
  • Client needs assessment
  • Risk management
  • Client engagement and referrals

Nice-to-have

  • Client experience focus
  • Active listening skills
  • Attention to detail
  • Team collaboration and feedback

Key Requirements

  • SAFE Act registration required
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter