Financial Solutions Advisor - Washington Dc Market

Bank of America

Washington, DC, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year investments industry experience
Client financial planning and goal setting
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics with monthly, quarterly, and/or annual opportunities.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance while allowing appropriate flexibility.

Matching Summary

The 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 and Series 66 licenses required
  • One year investments industry experience
  • Client financial planning and goal setting

Nice-to-have

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

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • Minimum one year investments experience
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter