Financial Solutions Advisor - North Oc

Bank of America

Placentia, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office (with some flexibility based on role-specific considerations)
Series 7 & 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America is seeking a Financial Solutions Advisor in Placentia, CA, responsible for providing tailored financial advice and solutions to clients. The role requires strong knowledge of investments and experience in the financial services industry

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 against defined metrics along with industry-leading benefits.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor in Placentia, CA, responsible for providing tailored financial advice and solutions to clients. The role requires strong knowledge of investments 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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer skills for multitasking
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Series 7 license
  • Series 66 license
  • 1 year investment experience
  • SAFE Act registration
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter