Financial Solutions Advisor - Sterling Pointe Financial Center

Bank of America

Lincoln, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Hybrid
Series 7 & 66 licenses required
One year investments industry experience
Client relationship building skills
Bank of America is seeking a Financial Solutions Advisor for their Sterling Pointe Financial Center in Lincoln, CA. The role focuses on providing customized financial advice to clients while fostering strong relationships and meeting investment goals, requiring specific regulatory licensing and a commitment to professional growth

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing.
  • This position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for their Sterling Pointe Financial Center in Lincoln, CA. The role focuses on providing customized financial advice to clients while fostering strong relationships and meeting investment goals, requiring specific regulatory licensing and a commitment to professional growth.

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 & 66 licenses required
  • One year investments industry experience
  • Client relationship building skills

Nice-to-have

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Insurance license holder

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year investment industry experience
  • SAFE Act registration and background check compliance
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

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