Financial Solutions Advisor- Newbury Park Financial Center

Bank of America Merrill Lynch

Newbury Park, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
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Series 7 & 66 licenses required
One year investments industry experience
Client relationship management skills
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Newbury Park Financial Center. The role involves providing personalized financial advice to clients, requiring relevant industry experience and licenses. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including maintaining SAFE Act registration in good standing.
  • This position offers an annualized salary range of $70,000.00 to $80,000.00 with eligibility for formulaic incentives.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Newbury Park Financial Center. The role involves providing personalized financial advice to clients, requiring relevant industry experience and licenses. **

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong computer and multitasking skills
  • Certified Financial Planner designation
  • Insurance licenses held

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year investment experience
  • SAFE Act registration compliance

Work Rights

Not specified

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