Financial Solutions Advisor- Peninsula Center

Bank of America

Rolling Hills Estates, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

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

Matching Summary

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

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 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • Client relationship management
  • Financial planning and strategy

Nice-to-have

  • Strong computer skills for multitasking
  • Three years sales environment experience
  • CFP or CRPC professional designations
  • Insurance licenses held
  • Adaptable to new information

Key Requirements

  • Currently holds Series 7 & 66 (or 63/65) licenses
  • At least one year experience in investments industry
  • At least one year experience in financial service or sales
  • SAFE Act registration and background check compliance
  • High School Diploma / GED or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter