Mount Vernon, WA30+ days ago
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 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 **Required Qualifications:** - **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . Financial Solutions Advisor- NW Snohomish Area Snohomish, Washington;Stanwood, Washington; Arlington, Washington; Everett, Washington; Bellingham, Washington; Mill Creek, Washington; Lynnwood, Washington; Bothell, Washington; Mount Vernon, Washington; Monroe, Washington; Marysville, Washington **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Snohomish/Financial-Solutions-Advisor--NW-Snohomish-Area\_26003724) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**