Financial Solutions Advisor - Northern Ma Market

Bank of America

Acton, MA, US
Base: $65,000.00 - $80,000.00 annualized; bonus: f...
Series 7 & 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

Job Summary

  • The role is responsible for providing 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.
  • Bank of America offers industry-leading benefits including paid time off and resources to support employee wellness.

Matching Summary

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

Salary

Base: $65,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year investments industry experience
  • Client relationship management skills

Nice-to-have

  • Certified Financial Planner designation
  • Insurance licenses obtained
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • At least one year in investments industry
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter