Financial Solutions Advisor- NW Snohomish Area

About the role

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will triage client leads, make referrals to business partners based on client needs and asset thresholds, meet with clients to review financial and investment goals, build financial plans, and recommend brokerage products. This position is subject to SAFE Act registration requirements.

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 investment 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.

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.
• At least one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• At least one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Sets and accomplishes goals, builds and nurtures strong relationships, and collaborates effectively with others.
• Communicates effectively and confidently, comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment.
• Adapts to new information, seeks solutions for clients, and efficiently manages time and capacity.
• Incorporates relevant regulatory due diligence into daily activities and long-term strategies for clients.

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.
• Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

Skills

• Advisory Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral and Written Communications
• Issue Management
• Client Solutions Advisory
• Pipeline Management
• Active Listening
• Attention to Detail
• Risk Management
• Policies, Procedures, and Guidelines
• Client Management
• Causation Analysis

Schedule

Monday-Friday, plus some Saturdays as required. Full-time, 40 hours per week. Sample schedules: 8am-5pm, 9am-6pm, etc.