Senior Financial Solutions Advisor -northwest Region

Bank of America Merrill Lynch

Gig Harbor, WA, US
Base: $75,000.00 - $85,000.00 annualized; bonus: f...
Not specified (assumed to be hybrid based on company culture)
Series 7 & 66 licenses required
Three years financial service experience
One year investments industry experience
Bank of America Merrill Lynch is seeking a Senior Financial Solutions Advisor for various locations in Washington, aimed at helping clients achieve their financial goals through comprehensive advice and solutions. The role offers extensive training and development opportunities, making it ideal for individuals passionate about a long-term career in financial advising

Job Summary

  • The role offers a pivotal opportunity to provide end-to-end comprehensive advice and guide clients through complex financial pictures.
  • Employees receive world-class training through the Academy at Bank of America, including hands-on practice and personalized coaching.
  • The position provides unlimited potential for financial growth, robust marketing support, and opportunities for leadership within the organization.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Senior Financial Solutions Advisor for various locations in Washington, aimed at helping clients achieve their financial goals through comprehensive advice and solutions. The role offers extensive training and development opportunities, making it ideal for individuals passionate about a long-term career in financial advising.

Salary

Base: $75,000.00 - $85,000.00 annualized; Bonus: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Three years financial service experience
  • One year investments industry experience
  • $15M to $25M AUM book of business
  • CFP or CRPC professional designation

Nice-to-have

  • Strong computer skills and multitasking ability
  • Obtained insurance licenses
  • Leadership and mentoring capabilities
  • Passion for diverse client relationships
  • Commitment to continuous learning

Key Requirements

  • Current Series 7 & 66 (or 63 & 65) licenses
  • Minimum three years in financial services or sales
  • Minimum one year in investments industry
  • Maintain $15M (Field) or $25M (Centralized) AUM
  • CFP or CRPC designation by start date

Work Rights

Not specified

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