Hiring: Financial Solutions Advisor- NW Snohomish Area Company: Bank of America Location: Bellingham, WA Job Posted Time: 2026-09-17 10:35:22 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***** •At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! •Monday-Friday, plus some Saturdays as Required •Sample Schedule: 8am-5pm, 9am-6pm, etc •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 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. •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. 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!