Financial Solutions Advisor – Cabin John Financial Center

Bank of America

Potomac, US
Base: $70,000.00 - $80,000.00 annualized salary; b...
Series 7 and 66 licenses
Investment products and services
Financial center clientele
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Responsibilities include working with clients to plan their short and long-term financial goals by building a financial plan with brokerage products.
  • This role is currently benefits eligible and provides industry-leading benefits, access to paid time off, resources and support to our employees.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $70,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Series 7 and 66 licenses
  • investment products and services
  • financial center clientele
  • risk management
  • regulatory due diligence

Nice-to-have

  • building and nurturing strong relationships
  • adapting to new information
  • seeking the right solutions
  • collaboration with others

Key Requirements

  • Series 7 and 66 licenses
  • Minimum 1 year investments industry experience
  • Minimum 1 year financial service/sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter