Bank of America
Financial Solutions Advisor- NW Snohomish Area
$70K–$80K
Snohomish +10 · Full-time · Posted Aug 5, 2026
- Location
- Snohomish
Stanwood
Arlington
Everett
Bellingham
Mill Creek
Lynnwood
Mount Vernon
Bothell
Monroe
Marysville - Experience
- At least one year in the investments industry and at least one year in financial services and/or a sales environment where goals were met or exceeded.
About the job
Provides financial advice and customized plans, recommends banking and investment strategies, and connects clients with appropriate internal partners.
What you'll do
- Build financial plans and recommend brokerage products aligned with clients’ goals.
- Triage client requests and refer clients to internal service providers based on needs and asset thresholds.
- Identify potential clients and manage risk in daily activities.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65; if missing Series 66 with either Series 63 or 65, must pass the missing exam 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 goal-based sales experience.
- Must complete SAFE Act registration and the required background check.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative