Bank of America
Financial Solutions Advisor Stage I Consumer Investments - Seattle South
Seattle · Full-time · Posted Nov 1, 2024
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Acquires registrations and training to become an FSA Stage I, then advises clients on financial goals, investment solutions, and referrals across banking and brokerage.
What you'll do
- Provide comprehensive financial advice and customized solutions, including client reviews and product recommendations.
- Engage with customers, triage leads, and refer clients to appropriate internal providers.
- Complete ongoing training and interact with the Merrill Lynch Wealth Management Complex.
What they ask for
- Obtain Series 7 and Series 66 within 120 days; Series 63 and 65 are accepted in lieu of Series 66 if previously held.
- Communicate effectively.
- Have strong computer skills and the ability to multitask in a fast-paced environment.
- Adapt and seek solutions for clients in a fast-paced environment.
Pay
$28.85 - $33.65 USD per hour, base salary
Model-written summary · the original posting is authoritative