Financial Solutions Advisor - Southern Inland Empire

Bank of America Merrill Lynch

Lake Elsinore, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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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 for the Southern Inland Empire region to provide tailored financial advice and solutions to clients. The role requires expertise in investment products, strong relationship-building skills, and adherence to regulatory requirements. The position offers competitive compensation and benefits while emphasizing a culture of growth and inclusivity. **

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 incentives as detailed by the specific line of business incentive plan provisions based on performance against defined metrics.
  • The position requires SAFE Act registration, mandating a federal registry background check and maintaining good standing to avoid termination.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Southern Inland Empire region to provide tailored financial advice and solutions to clients. The role requires expertise in investment products, strong relationship-building skills, and adherence to regulatory requirements. The position offers competitive compensation and benefits while emphasizing a culture of growth and inclusivity. **

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

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

Nice-to-have

  • CFP or CRPC designation preferred
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales experience
  • Building strong client relationships

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter