Bank of America
Financial Solutions Advisor - EASTSIDE Market
$70K–$80K
Redmond +4 · Full-time · Posted Jun 24, 2026
- Location
- Redmond
Bellevue
Kenmore
Kirkland
Sammamish - Experience
- At least one year in the investments industry and at least one year in financial services and/or a goal-driven sales environment. Preferred: at least three years in financial services and/or a goal-driven sales environment.
About the job
Advises clients on financial goals by creating financial plans, recommending banking and investment strategies, and connecting clients with appropriate internal partners.
What you'll do
- Builds financial plans and recommends brokerage products and banking and investment strategies aligned with clients’ goals.
- Triages client requests and refers clients to internal service providers based on needs and asset thresholds.
- Identifies potential clients, manages risk, and coaches referral partners on client needs and potential solutions.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 7 and Series 63 or 65; if missing Series 66, must pass the missing series within 60 days of an offer.
- 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 industry and/or sales-environment experience where goals were met or exceeded.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- At least three years’ financial-services industry and/or sales-environment experience; additional designations such as CFP or CRPC, or insurance licenses.
Pay
$70,000.00 - $80,000.00 USD annualized salary (base salary)
Model-written summary · the original posting is authoritative