Financial Solutions Advisor- NW Snohomish Area
Bank of Americaa day ago
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OnsiteFull-timeEntry
Summary
Bank of America is seeking a Financial Solutions Advisor for the NW Snohomish Area. The role involves providing comprehensive financial advice and customized solutions to clients to help them achieve their financial goals.
About the Role
As a Financial Solutions Advisor, you will be responsible for triaging client leads, making referrals to business partners, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. You will also need to complete required licenses and trainings, and comply with SAFE Act registration requirements.
About You
Required:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- At least one year experience in the investments industry.
- At least one year experience in the financial service industry and/or a sales environment.
- Strong relationship-building skills.
- Effective communication skills.
Preferred:
- At least three years’ experience in the financial service industry.
- Achieved additional professional designations such as CFP or CRPC.
- Obtained insurance licenses.
Benefits
- Opportunities for career growth and development.
- Diverse and inclusive workplace.
- Support for physical, emotional, and financial wellness.
Bank of America
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
Lynnwood, WA