Bank of America
Financial Solutions Advisor- South Puget Sound/Seattle Market Area
$70K–$80K
Tacoma +13 · Full-time · Posted Oct 5, 2026
- Location
- Tacoma
Olympia
Seattle
Puyallup
Silverdale
Port Orchard
Bainbridge Island
Mercer Island
Federal Way
Lacey
Des Moines
Kent
Gig Harbor
Bonney Lake - 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 clients with financial plans and tailored banking and investment recommendations to help meet their financial goals.
What you'll do
- Build financial plans and recommend brokerage, banking, and investment solutions aligned with client needs.
- Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds.
- Identify potential clients, manage risk, and coach referral partners.
What they ask for
- Currently holds Series 7 and Series 66 licenses (Series 63 and 65 may substitute); if missing one license, a passing score is required 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 and/or goal-based sales experience.
- Subject to SAFE Act registration, background check, and maintaining good standing.
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- CFP or CRPC designation, insurance licenses, or at least three years of financial-services and/or goal-based sales experience.
Pay
$70,000.00 - $80,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative