Financial Solutions Advisor - Washington Dc Market

Bank of America

Washington, DC, US
$70,000.00 - $80,000.00 annualized salary; formula...
Series 7 and 66 licenses
Brokerage products and services
Financial planning
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • 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.
  • 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.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

$70,000.00 - $80,000.00 annualized salary; Formulaic incentive eligible; Benefits eligible

Skills & Requirements

Must-have

  • Series 7 and 66 licenses
  • Brokerage products and services
  • Financial planning
  • Client relationship management
  • Risk mitigation

Nice-to-have

  • Client experience focus
  • Adaptability to new information
  • Goal achievement orientation
  • Effective communication skills
  • Building strong relationships

Key Requirements

  • Series 7 and 66 licenses
  • Minimum 1 year investments industry experience
  • Minimum 1 year financial services/sales experience
  • High School Diploma / GED / Secondary School or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter