Financial Solutions Advisor - Northern Ma Market

Bank of America Merrill Lynch

Acton, MA, US
Base: $65,000.00 - $80,000.00 annualized; bonus: f...
In-office with specific attendance requirements and some flexibility based on role-specific considerations.
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide customized financial advice and solutions to clients in various locations across Massachusetts. The ideal candidate will have experience in the investment industry, strong communication skills, and the ability to meet financial goals while building client relationships

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations.
  • This position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide customized financial advice and solutions to clients in various locations across Massachusetts. The ideal candidate will have experience in the investment industry, strong communication skills, and the ability to meet financial goals while building client relationships.

Salary

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

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service/sales
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

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