Financial Solutions Advisor - Parkside Financial Center

Bank of America

San Francisco, CA, 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 help clients achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are eligible for a formulaic incentive plan with monthly, quarterly, and/or annual opportunities based on performance metrics.
  • Bank of America is committed to an in-office culture that supports physical, emotional, and financial wellness for all teammates.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to help clients 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 relationship management
  • Financial planning and strategy

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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