In-office with flexible attendance based on role-specific considerations.
Series 7 and series 66 licenses
One year investments industry experience
Building financial plans with brokerage products
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the South Shore Market, aimed at providing personalized financial advice and solutions to clients. The role requires strong knowledge of investment products and services, along with licenses like Series 7 and 66
Job Summary
This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans.
Employees are eligible for a formulaic incentive plan based on performance against defined metrics alongside industry-leading benefits.
The position requires adherence to SAFE Act registration requirements for those involved in residential mortgage loan originations.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the South Shore Market, aimed at providing personalized financial advice and solutions to clients. The role requires strong knowledge of investment products and services, along with licenses like Series 7 and 66.
Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Series 7 and Series 66 licenses
One year investments industry experience
Building financial plans with brokerage products
Nice-to-have
Certified Financial Planner designation
Strong computer skills for multitasking
Ability to engage all clients confidently
Key Requirements
Current Series 7 and 66 (or 63/65) licenses
Minimum one year of experience in investments industry