Financial Solutions Professional

7 days ago


Seattle, Washington, United States Disability Solutions Full time
About the Role

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.

Benefits

This 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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