Financial Solutions Advisor- South Puget Sound Area
Federal Way, Washington, United States · On-site
$70k–$80k/yr
Mid level$3.6B raised
Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make …
Financial Solutions Advisor- South Puget Sound Area
Federal Way, Washington, United States · On-site
$70k–$80k/yr
Mid level$3.6B raised
Job Description: *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make …
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Client Relationship Consultant 3 (Banker) - Issaquah, WA (38 hrs)
Issaquah, Washington, United States · On-site
$29/hr–$35/hr
Mid level$991M raised
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Senior Territory Sales Manager Particle and Surface Characterization
Seattle, Washington, United States · On-site
$125k–$142k/yr
Mid level
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Benefits: Bonus based on performance Wellness resources Pure Barre is the national leader in barre fitness, with a community built around empowerment, accountability, and living your best life. At Pure Barre PNW, we're l…
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Skills: Sales, Membership Growth, Customer Relationship Management, Lead Generation, Member Retention
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Description Backed by Callaway Golf and Danny Meyer’s Enlightened Hospitality Investments, Five Iron blends world-class technology with hospitality-driven service across its sports bars, restaurants, and entertainment ve…
Skills: Leadership, Sales, Cross-selling, Customer Relationship Management, Time Management
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We have been in business for over 110 years and we are proud to be a subsidiary of Berkshire Hathaway. Ben Bridge Jeweler has thirty-two stores, across the United States. We are committed to serving our customers with a …
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$70k–$80k/yr
Full-time
professional certificate
Paid Time Off, Formulaic Incentive Plan
Posted 51d ago
~40 hrs/week
Responsibilities
Provide comprehensive financial advice and customized solutions to help clients achieve their short and long-term goals. Responsibilities include building financial plans, recommending brokerage products, and triaging client leads to internal partners.
Requirements
Must hold Series 7 and 66 (or 63 and 65) licenses and have at least one year of experience in the investments and financial services industry. Candidates must also be able to meet SAFE Act registration requirements.
Full job description
Job Description:
Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Work Schedule
Monday-Friday, plus some Saturdays as Required
Sample Schedule: 8am-5pm, 9am-6pm, etc
Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses.
Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - WA - Bonney Lake - 19321 State Route 410 E - BONNEY LAKE BANKING CENTER (WA5109), US - WA - Des Moines - 707 S 227th St - DES MOINES BC (WA3118), US - WA - Federal Way - 2100 Sw 336th St - TWIN LAKES BC (WA5142), US - WA - Federal Way - 32011 Pacific Hwy S - FEDERAL WAY BC (WA5113), US - WA - Gig Harbor - 4815 Point Fosdick Dr Nw - GIG HARBOR BC (WA5115), US - WA - Kent - 311 4TH AVE N - KENT BC (WA5119), US - WA - Lacey - 601 Sleater Kinney Rd Se - LACEY BC (WA5123), US - WA - Olympia - 910 Black Lake Blvd Sw - BLACK LAKE BC (WA5107), US - WA - Puyallup - 17516 MERIDIAN E - 176TH AND MERIDIAN BC (WA5101), US - WA - Puyallup - 205 W Meeker - PUYALLUP BC (WA5132), US - WA - Tacoma - 11315 Pacific Ave S - PARKLAND BC (WA5131), US - WA - Tacoma - 2101 N Pearl St - WESTGATE BC (WA5145), US - WA - Tacoma - 4002 Tacoma Mall Blvd - TACOMA MALL BC (WA5141), US - WA - Tacoma - 9515 Bridgeport Way Sw - Lakewood (WA5125)Pay and benefits informationPay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
Based on 2151 listings with disclosed salaries, most sales jobs in Washington pay between $60k–$181k per year. Individual offers vary with seniority, company size, and specialization.
How many Sales jobs are open in Washington right now?
There are currently 5,470 open sales positions in Washington listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Washington?
Companies currently hiring include Windermere Real Estate, Lowe's Companies, Inc., O'Reilly Auto Parts, T-Mobile, Amazon, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Washington?
Yes — 1132 of the 5470 open sales positions offer remote or hybrid work (476 remote, 656 hybrid).
How do I apply for Sales jobs in Washington?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.