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Strategic Financial Planner & Investment Advisor
Job in
Federal Way, King County, Washington, 98003, USA
Listed on 2026-06-21
Listing for:
Bank of America
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Bank of America seeks a Financial Advisor in Federal Way to provide personalized client solutions. Key responsibilities include triaging leads, recommending investment strategies, and maintaining regulatory compliance. Applicants should hold Series 7 & 66 licenses and have experience in the investments or financial services sectors.
The ideal candidate will demonstrate strong relationship-building skills and an ability to thrive in a fast-paced environment. The role requires effective communication and thoroughness in managing client needs.
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