In-office with flexibility based on role-specific considerations.
Series 7 license required
Series 66 or 63/65 license required
One year investments experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Costa Mesa and Newport Beach, CA, to provide tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses, experience in the financial services industry, and strong interpersonal skills
Job Summary
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing.
This position offers industry-leading benefits, access to paid time off, and eligibility for a formulaic incentive plan based on performance.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Costa Mesa and Newport Beach, CA, to provide tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses, experience in the financial services industry, and strong interpersonal skills.
Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included
Skills & Requirements
Must-have
Series 7 license required
Series 66 or 63/65 license required
One year investments experience
Client financial goal planning
Brokerage product recommendations
Nice-to-have
CFP or CRPC designation preferred
Insurance licenses held
Strong computer multitasking skills
Three years sales experience
Building strong client relationships
Key Requirements
Current Series 7 & 66 (or 63/65) licenses
Minimum one year investments industry experience
Minimum one year financial service or sales experience
SAFE Act registration and background check compliance