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Investment & Financial Planning Advisor

Job in Edmonds, Snohomish County, Washington, 98020, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A major financial institution located in Edmonds, WA, is seeking professionals experienced in client financial planning and investment strategies. This role requires a valid Series 7 & 66 license along with strong relational and communication skills. Responsibilities include building financial plans, managing client requests, and collaborating with team members. Ideal candidates have at least one year of relevant experience and excellent multitasking abilities.

Join a firm dedicated to shaping financial futures and providing exceptional client service.
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