Financial Solutions Advisor- Nw Snohomish Area

Bank of America

Arlington, WA, USA
Base: $70,000.00 - $80,000.00 annualized salary; b...
Financial plan development
Brokerage product recommendations
Client lead triaging
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.
  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
  • 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

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

Skills & Requirements

Must-have

  • Financial plan development
  • Brokerage product recommendations
  • Client lead triaging
  • Risk mitigation
  • New client engagement

Nice-to-have

  • Relationship building
  • Effective communication
  • Adaptability to new information
  • Time management skills
  • Thorough regulatory due diligence

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter