Bank of America
Financial Solutions Advisor- Columbia South Basin Area
$70K–$80K
Spokane +7 · Full-time · Posted Aug 31, 2026
- Location
- Spokane
Coeur D Alene
Renton
Issaquah
Kennewick
Seattle
Newcastle
Tukwila - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-driven sales environment; desired: three or more years in financial services and/or a goal-driven sales environment.
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Advises clients on financial goals by building financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products and banking and investment strategies aligned with clients’ goals.
- Triage client requests, make referrals based on needs and asset thresholds, and engage potential new clients.
- Manage risk and provide coaching and feedback to referral partners.
What they ask for
- Currently holds Series 7 and 66 licenses, or equivalent Series 63 and 65 in lieu of 66.
- At least one year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- At least one year of financial-services and/or goal-driven sales experience.
- Must be able to work Monday through Friday and rotating Saturdays.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as CFP or CRPC, and/or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative