In-office with flexibility based on role-specific considerations
Series 7 & 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America is seeking a Financial Solutions Advisor for its Newbury Park Financial Center, responsible for assisting clients in achieving their financial goals through customized solutions and investment products. The ideal candidate should possess relevant licenses, experience in the financial services industry, and strong interpersonal skills
Job Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
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 where incentives are earned based on performance against defined metrics.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor for its Newbury Park Financial Center, responsible for assisting clients in achieving their financial goals through customized solutions and investment products. The ideal candidate should possess relevant licenses, experience in the financial services industry, and strong interpersonal skills.
Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off