Financial Solutions Advisor - North Oc

Bank of America (GHR)

Placentia, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 license required
Series 66 license required
One year investment experience
** Bank of America is seeking a Financial Solutions Advisor for its Placentia, CA location, responsible for providing tailored financial advice to clients. The ideal candidate should possess relevant licenses, experience in the financial services industry, and exceptional communication skills. **

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 a formulaic incentive plan based on performance against defined metrics with monthly, quarterly, and/or annual opportunities.
  • The position requires adherence to SAFE Act registration requirements and maintaining good standing in the federal registry system.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for its Placentia, CA location, responsible for providing tailored financial advice to clients. The ideal candidate should possess relevant licenses, experience in the financial services industry, and exceptional communication skills. **

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 investment experience
  • Client financial planning
  • Brokerage product recommendations

Nice-to-have

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

Key Requirements

  • Current Series 7 & 66 licenses
  • At least one year investments industry experience
  • SAFE Act registration eligibility
  • High School Diploma or GED
  • Sales environment goal achievement

Work Rights

Not specified

Tailored Resume

Cover Letter