Financial Solutions Advisor - Western Md Market

Bank of America

Gaithersburg, MD, United States
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year investments industry experience
Client relationship management skills
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans with brokerage products

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans with brokerage products.
  • Bank of America offers an inclusive workplace culture with opportunities to learn, grow, and make an impact in the communities served.
  • This position includes eligibility for a formulaic incentive plan based on performance against defined metrics along with industry-leading benefits.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through building financial plans with brokerage products.

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 relationship management skills

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter