Financial Solutions Advisor- San Ramon Valley/contra Costa County Area

Bank of America Merrill Lynch

Dublin, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office with specific requirements for office attendance.
Series 7 license required
Series 66 or 63/65 license
One year investments experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the San Ramon Valley/Contra Costa County area. The role involves providing tailored financial advice to clients, meeting their investment goals, and requires specific financial licenses and a background in the financial services industry

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must complete required licenses and trainings while adhering to SAFE Act registration requirements for mortgage originations.
  • The position offers industry-leading benefits, paid time off, and eligibility for a formulaic incentive plan based on performance metrics.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the San Ramon Valley/Contra Costa County area. The role involves providing tailored financial advice to clients, meeting their investment goals, and requires specific financial licenses and a background in the financial services industry.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • One year investments experience
  • Client relationship building
  • Financial planning execution

Nice-to-have

  • CFP or CRPC designation preferred
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales experience
  • Adaptable to new information

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter