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Financial Consultant Financial Advisor

Financial Solutions Advisor: Build Custom Investment Plans

Job in Mount Vernon, Skagit County, Washington, 98273, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 80000 USD Yearly USD 70000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company seeks a qualified candidate in Mount Vernon to provide tailored financial advice to clients. Key responsibilities include triaging client leads, developing financial plans, and recommending investment products. Ideal candidates will have at least one year in the investment sector and hold Series 7 & 66 (or equivalent). The position pays between $70,000 and $80,000 annually plus incentives and comes with comprehensive benefits.
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