Not specified (potentially hybrid or on-site based on location)
Series 7 license required
Series 66 license required
One year investments experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients in various Washington locations. The role emphasizes building client relationships, achieving financial goals, and requires specific licensing and experience in the financial services industry
Job Summary
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees are eligible to participate in a formulaic incentive plan based on performance against defined metrics.
The position requires maintaining SAFE Act registration and completing all necessary background checks and trainings.
Matching Summary
Match Score: 75
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients in various Washington locations. The role emphasizes building client relationships, achieving financial goals, and requires specific licensing and experience in the financial services industry.
Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Series 7 license required
Series 66 license required
One year investments experience
Client relationship management
Financial planning and strategy
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
Currently holds Series 7 & 66 licenses
At least one year experience in investments industry
At least one year experience in financial service sales
Must obtain passing score for missing series within 60 days if applicable