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Financial Sales Financial Services

Eastside Financial Solutions Advisor

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Bank of America
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Services
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Solutions Advisor to provide customized solutions and comprehensive advice to clients to help them achieve financial goals. The role involves triaging client leads, building financial plans, and recommending brokerage products. Candidates must hold Series 7 & 66 licenses and have at least one year of experience in the financial service industry. A commitment to an inclusive workplace and client engagement is essential.

The work environment is office-based, ensuring team collaboration.
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