Financial Solutions Advisor - San Joaquin Valley Area

Bank of America Merrill Lynch

Manteca, 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 required
One year investments industry experience
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the San Joaquin Valley area, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will have experience in the financial services industry, possess relevant licenses, and demonstrate strong interpersonal skills. **

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 a formulaic incentive plan based on performance metrics and access to industry-leading benefits including paid time off.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the San Joaquin Valley area, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will have experience in the financial services industry, possess relevant licenses, and demonstrate strong interpersonal skills. **

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 required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales environment experience

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 eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter