Full-Time

Financial Solutions Advisor Stage-Consumer Investments

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Compensation Overview

$70k - $80k/yr

+ Incentive Plan

Junior, Mid

Seattle, WA, USA + 2 more

More locations: Shoreline, WA, USA | Lynnwood, WA, USA

Candidates may be required to work from one of the multiple listed locations in Washington state, including Seattle, Edmonds, Lynnwood, and Shoreline.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Risk Management
Connection
Connection
Connection
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Requirements
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
  • 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.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Responsibilities
  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
  • Recommends banking and investments strategies that align with client financial goals and needs.
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
  • Mitigates and controls risk as part of daily activities.
  • Identifies and engages potential new clients through referrals or financial center clientele.
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended.
Desired Qualifications
  • Strong computer skills with an ability to multitask in a demanding environment.
  • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Obtained your insurance licenses.

Bank of America provides a wide range of financial services, including banking, investing, asset management, and risk management products. It caters to individuals, small and medium-sized businesses, and large corporations, serving around 56 million consumer and small business accounts in the U.S. The company's services include personal banking, credit cards, loans, and investment options. What sets Bank of America apart from its competitors is its extensive reach and comprehensive offerings in wealth management and corporate investment banking. The goal of Bank of America is to help clients achieve their financial goals by providing tailored financial solutions and support.

Company Size

10,001+

Company Stage

IPO

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Bank of America is investing heavily in digital banking solutions.
  • The company is committed to mobilizing $1 trillion for sustainable business initiatives by 2030.
  • Recent acquisitions in Angel One and Nuvama expand its investment portfolio.

What critics are saying

  • Increased competition from fintech companies in wealth management.
  • Potential overexposure to the volatile Indian market through significant investments.
  • Competitors increasing credit facilities could lead to higher borrowing costs.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • The company serves approximately 56 million U.S. consumer and small business relationships.
  • It is a pioneer in integrating AI-driven chatbots like Erica for customer service.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

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