Financial Solutions Advisor | Grow Client Wealth & Plans
Job in
Kirkland, King County, Washington, 98034, USA
Listed on 2026-08-22
Listing for:
Bank of America
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America is seeking a client-focused financial advisor in the Kirkland area to help clients achieve financial goals. You will triage leads, refer to business partners, and meet with clients to review goals and recommend products.
You will complete required licenses and training, including potential SAFE Act or FINRA steps where applicable. Responsibilities include building financial plans with brokerage products, recommending banking and investment strategies, and contacting new clients
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