Financial Solutions Professional
7 days ago
We are seeking a skilled Financial Solutions Professional to join our team at Bank of America. In this role, you will be responsible for providing expert advice and tailored solutions to clients to help them achieve their financial goals.
Key Responsibilities- Triage client leads and make referrals to business partners based on client needs and asset thresholds.
- Meet with clients to review financial and investment goals, build a financial plan, and recommend brokerage products.
- Apply and expand knowledge by completing required licenses and trainings.
This position requires SAFE Act registration requirements and is subject to background checks.
Requirements- High School Diploma / GED / Secondary School or equivalent.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment.
We offer a competitive salary range of $70,000 - $80,000 annualized, based on experience, education, and skill set.
BenefitsThis role is benefits eligible and offers industry-leading benefits, access to paid time off, and resources to support employees' well-being and career growth.
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Financial Solutions Advisor
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Seattle, Washington, United States Disability Solutions Full timeCompany OverviewWe are Disability Solutions, a leading provider of financial services. Our mission is to help individuals achieve their financial goals and improve their lives through responsible growth.We strive to create a diverse and inclusive workplace that values our teammates' contributions. We invest in their growth and well-being, offering...
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Financial Services Professional
5 days ago
Seattle, Washington, United States Symmetry Financial Group - Gary Uyemura Full timeSymmetry Financial Group - Gary Uyemura is seeking a Financial Services Professional to join our team. In this role, you will be responsible for providing financial solutions to clients and helping them achieve their goals.The successful candidate will have excellent communication skills and be able to build strong relationships with clients. They will also...
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Insurance Sales Professional
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Financial Services Specialist
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Financial Services Representative
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Financial Solutions Expert
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Financial Professional
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Personal Financial Professional
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Distributed Database Solutions Developer
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Financial Services Professional
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Financial Services Professional
4 weeks ago
Seattle, Washington, United States Bank of America Full timeJob Overview: As a Relationship Banker with Bank of America, you will play a vital role in providing exceptional client experiences and fostering long-term relationships. Our team is dedicated to helping individuals achieve their financial goals through tailored solutions and personalized support.About the Role: In this dynamic position, you will be...
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Cloud Financial Systems Professional
1 week ago
Seattle, Washington, United States Amazon Full timeAbout the Job:We're seeking a skilled Software Development Engineer to join our AWS Fintech team. In this role, you'll work on designing and developing services that facilitate global financial transactions worth billions annually. You'll be responsible for technical design and delivery of software components, collaborating with customers and stakeholders to...
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Business Development Professional
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Financial Accounting Specialist
3 days ago
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Financial Inclusion Strategist
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Accounting Financial Analyst
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Grant Financial Manager
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Financial Services Consultant
4 weeks ago
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