Financial Solutions Advisor – Cabin John Financial Center

Bank of America (GHR)

Cabin John, MD, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America is seeking a Financial Solutions Advisor for its Cabin John Financial Center, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will have a solid background in investments and finance, with the necessary licenses and experience in a client-focused environment

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must apply for and maintain SAFE Act registration if responsible for residential mortgage loan originations.
  • The position offers a formulaic incentive plan based on performance against defined metrics alongside industry-leading benefits.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor for its Cabin John Financial Center, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will have a solid background in investments and finance, with the necessary licenses and experience in a client-focused environment.

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 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Chartered Retirement Planning Counselor

Key Requirements

  • Current Series 7 and 66 licenses
  • Minimum one year in investments industry
  • SAFE Act background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter