Financial Solutions Advisor - West Hartford Financial Center

Bank of America Merrill Lynch

West Hartford, CT, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office
Series 7 and series 66 licenses
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their West Hartford Financial Center, focusing on providing tailored financial advice to clients. The role requires relevant licenses and experience in the financial services industry, emphasizing client relationship management and financial planning

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 their West Hartford Financial Center, focusing on providing tailored financial advice to clients. The role requires relevant licenses and experience in the financial services industry, emphasizing client relationship management and financial planning.

Salary

Base: $70,000.00 - $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
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Chartered Retirement Planning Counselor

Key Requirements

  • Current Series 7 and 66 licenses
  • Minimum one year investment experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter