Financial Solutions Advisor- South Puget Sound Area

Financial Solutions Advisor position at Bank of America, responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• At least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• 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

Benefits

• Paid time off
• Access to benefits
• Resources and support to employees