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Strategic Financial Solutions Advisor

Job in Puyallup, Pierce County, Washington, 98374, USA
Listing for: Bank of America
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Banking & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a dedicated financial advisor to help clients achieve their financial goals. The role involves working directly with clients to draft personalized financial plans, recommending brokerage products, and ensuring regulatory compliance. Candidates should have at least one year of experience in finance or sales, possess Series 7 and 66 licenses, and demonstrate strong client relationship skills.

The position offers a competitive salary and comprehensive benefits with an in-office culture.
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