Bank of America
Financial Solutions Advisor Stage II - Registration Candidate - Seattle South
$70K–$80K
Seattle · Full-time · Posted Nov 1, 2024
- Education
- High School Diploma / GED / Secondary School or equivalent
About the job
Provides financial advice and customized plans to clients, recommending brokerage and banking solutions aligned with their financial goals.
What you'll do
- Build financial plans and recommend brokerage products and banking or investment strategies.
- Triage client requests and refer clients to appropriate internal service providers based on needs and asset thresholds.
- Identify potential new clients and manage risk in daily activities.
What they ask for
- High school diploma, GED, secondary school qualification, or equivalent.
- Complete required licenses and training.
- Register under the SAFE Act and complete the required background check and registration process.
Pay
USD $70,000.00 - $80,000.00 annualized salary (base salary)
Tools
stocks, bonds, mutual funds, annuities
Model-written summary · the original posting is authoritative