Financial Solutions Advisor - Columbus Market

Bank of America

Columbus, OH, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
Series 7 and 66 licenses required
One year investments industry experience
Client financial goal planning
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must apply for and maintain SAFE Act registration if responsible for residential mortgage loans, including passing a background check.
  • The position offers an annualized salary range of $70,000.00 to $80,000.00 with eligibility for formulaic incentives and industry-leading benefits.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

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

Nice-to-have

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

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • Minimum one year investment experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

Cover Letter