Bank of America
Senior Financial Solutions Advisor -Northwest Region
$75K–$85K
Vancouver +7 · Senior · Full-time · Posted Nov 5, 2024
- Location
- Vancouver
Shoreline
Redmond
Puyallup
Seattle
Gig Harbor
Clackamas
Portland - Experience
- One year in the investments industry and three years in financial services and/or a goal-based sales environment.
About the job
Advises financial-center clients on their financial goals, reviews their financial picture, and recommends banking and investment solutions while developing and growing a client practice.
What you'll do
- Provide comprehensive financial advice and conduct client reviews and presentations.
- Recommend strategies and connect clients with banking and investment solutions.
- Build a client network and practice; support seminars and mentor junior associates.
What they ask for
- Currently holds Series 7 and Series 66 licenses, or Series 63 and Series 65 in lieu of Series 66.
- One year of investment-industry experience, including investment training and in-depth knowledge of investment products and services.
- Three years of financial-services and/or sales-environment experience where goals were met or exceeded.
- By start date, holds CFP and/or CRPC designation; maintains current-book AUM of $15mil (Field) or $25mil (Centralized/National).
Nice to have
- Strong computer skills and ability to multitask in a demanding environment.
- Insurance licenses.
Pay
$75,000.00 - $85,000.00 annualized salary (base salary)
Model-written summary · the original posting is authoritative