Financial Solutions Advisor - Rhode Island Market

Bank of America Merrill Lynch

Fairhaven, MA, US
Base: $65,000.00 - $80,000.00 annualized; bonus: f...
In-office with flexible attendance based on role-specific considerations.
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Rhode Island Market to provide tailored financial advice and solutions to clients. The role requires strong investment knowledge and experience in the financial services industry, along with a commitment to meeting client needs

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Rhode Island Market to provide tailored financial advice and solutions to clients. The role requires strong investment knowledge and experience in the financial services industry, along with a commitment to meeting client needs.

Salary

Base: $65,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer skills for multitasking
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • One year investments experience
  • SAFE Act registration
  • Background check compliance

Work Rights

Not specified

Tailored Resume

Cover Letter