Financial Solutions Advisor

1 week ago

Aberdeen, Washington, United States Bank of America Full time
Job Title: Financial Solutions Advisor

At Bank of America, we are committed to helping our clients achieve their financial goals through comprehensive advice and customized solutions.

Key Responsibilities:
  • Provide financial planning and investment advice to clients to help them achieve their short and long-term financial goals.
  • Recommend banking and investments strategies that align with client financial goals and needs.
  • Triage client requests and make referrals to appropriate internal service providers based on client needs and asset thresholds.
  • Mitigate and control risk as part of daily activities.
  • Identify and engage potential new clients through referrals or financial center clientele.
Requirements:
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Benefits:

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

This role is currently benefits eligible. 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.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.

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