Senior Financial Solutions Advisor Consumer Investments- Kennewick

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

As a Senior FSA, you can look forward to:

• Unlimited potential for financial growth. 

• A strong referral network from across the business that will give you a leg-up on client acquisition. 

• Robust marketing support to reach wider audiences with greater appeal. 

• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. 

• Leadership opportunities, from leading client and conference seminars to mentoring junior associates.

Work Schedule

• Monday through Friday and some Saturdays Required
• 8am-5pm, 9am-6pm, etc

Required Qualifications:

• Currently in a Financial Solutions Advisor (FSA) II role at Bank of America 

• Holds Series 7 and 66 licenses or Series 63 and 65 in lieu of Series 66 

• Holds professional designations such as Certified Financial Planner and/or Chartered Retirement Planning Counselor 

• Minimum of one year in the investments industry, including investment training and knowledge of investment products and services 

• Minimum of three years of financial services industry or sales experience 

• Maintains a current book of $15m (for Field) 

• Builds strong client relationships through effective communication and collaboration 

• Displays a proactive mindset and effective time management 

• Demonstrates a results-driven mindset and prioritizes client interests 

• Identifies appropriate client solutions through application of learnings and new information 

• Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications:

• Learns and adapts to new technology or applications

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - WA - Kennewick - 3420 W Kennewick Ave - KENNEWICK BC (WA2117)

Pay and benefits information

Pay range$75,000.00 - $85,000.00 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.