~12h ago

Financial Solutions Advisor Stage II - Registration Candidate - Seattle South

United States·Seattlemid

OtherAdvisor

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Quick Summary

Overview

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Technical Tools

OtherAdvisor

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Responsibilities

~1 min read

→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 investments 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

Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications

Requirements

~1 min read

1st shift (United States of America)

US - WA - Seattle - 1700 7th Ave - 7th And Olive (WA1103)

Pay and benefits information

Pay range

$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.

Formulaic incentive eligible

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.

Benefits

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.