Financial Solutions Advisor - Manhattan Central Market

Bank of America Merrill Lynch

New York, NY, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

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, including a background check and maintaining good standing with the federal registry system.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

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

Nice-to-have

  • CFP or CRPC professional designation
  • Insurance licenses held
  • Three years sales environment experience
  • Strong computer multitasking skills
  • Building strong client relationships

Key Requirements

  • Currently holds Series 7 & 66 (or 63/65) licenses
  • At least one year experience in investments industry
  • At least one year experience in financial service or sales
  • Must obtain and maintain SAFE Act registration
  • High School Diploma / GED or equivalent

Work Rights

Not specified

Tailored Resume

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