Hiring: Financial Solutions Advisor- Columbia South Basin Area Company: Bank of America Location: Spokane, WA Job Posted Time: 2026-09-03 11:35:22 Target Skills & Keywords : CFP, Risk Management, Series 7 About the job Required Skills: •Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** •We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. •Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. •At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! •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 Qualifications: •Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses •Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services •Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded •Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity •Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Compensation: •$70,000 - $80,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!