Financial Solutions Advisor - Oc West

Bank of America

Costa Mesa, CA, 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 goal planning
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.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance while allowing appropriate flexibility.

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 and Series 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

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

Work Rights

Not specified

Tailored Resume

Cover Letter