Financial Solutions Advisor - Colorado South Market - Spanish Preferred

Bank of America Merrill Lynch

Centennial, CO, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for its Colorado South Market, preferably with Spanish language skills. This role involves providing tailored financial advice to clients, requiring relevant licenses and experience in the financial services industry. **

Job Summary

  • This role provides comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • The position requires SAFE Act registration and background checks due to potential residential mortgage loan originations.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for its Colorado South Market, preferably with Spanish language skills. This role involves providing tailored financial advice to clients, requiring relevant licenses and experience in the financial services industry. **

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Spanish language proficiency preferred
  • Certified Financial Planner designation
  • Strong relationship building skills

Key Requirements

  • Current Series 7 and 66 licenses
  • Minimum one year investment experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter