Financial Solutions Advisor- South Puget Sound Area

Position Overview This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. If you do not currently hold a Series 66 but have either a Series 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. Responsibilities Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Recommends banking and investment strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities. Identifies and engages potential new clients through referrals or financial center clientele. Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses . Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new information and seeks the right solutions for clients. Efficiently manages your time and capacity. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications Strong computer skills with an ability to multitask in a demanding environment. At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Obtained your insurance licenses. Skills Advisory Account Management Client Experience Branding Customer and Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention to Detail Risk Management Policies, Procedures, and Guidelines Client Management Causation Analysis Written Communications Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency Details US - WA - Bonney Lake - 19321 State Route 410 E - BONNEY LAKE BANKING CENTER (WA5109), US - WA - Des Moines - 707 S 227th St - DES MOINES BC (WA3118), US - WA - Federal Way - 2100 Sw 336th St - TWIN LAKES BC (WA5142), US - WA - Federal Way - 32011 Pacific Hwy S - FEDERAL WAY BC (WA5113), US - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Kent - 311 4TH AVE N - KENT BC (WA5119), US - WA - Lacey - 601 Sleater Kinney Rd Se - LACEY BC (WA5123), US - WA - Olympia - 910 Black Lake Blvd Sw - BLACK LAKE BC (WA5107), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Puyallup - 205 W Meeker - PUYALLUP BC (WA5132), US - WA - Tacoma - 11315 Pacific Ave S - PARKLAND BC (WA5131), US - WA - Tacoma - 2101 N Pearl St - WESTGATE BC (WA5145), US - WA - Tacoma - 4002 Tacoma Mall Blvd - TACOMA MALL BC (WA5141), US - WA - Tacoma - 9515 Bridgeport Way Sw - Lakewood (WA5125) Pay Range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Benefits and Incentives This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr Bank of America