Financial Solutions Advisor - Boston Market

Bank of America

Boston, MA, US
Base: $65,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This 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.
  • The position requires adherence to SAFE Act registration requirements including background checks.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $65,000.00 - $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 required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Certified Financial Planner designation
  • Insurance licenses obtained
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65 with condition)
  • Minimum one year in investments industry
  • Minimum one year in financial service sales
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter