Financial Solutions Advisor- Encino Financial Center

Bank of America

Encino, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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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 Encino Financial Center to provide tailored financial advice and solutions to clients, while fostering an inclusive workplace culture. The ideal candidate should possess relevant financial licenses, experience in the financial services sector, and strong relationship-building skills. **

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for its Encino Financial Center to provide tailored financial advice and solutions to clients, while fostering an inclusive workplace culture. The ideal candidate should possess relevant financial licenses, experience in the financial services sector, and strong relationship-building skills. **

Salary

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

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
  • Insurance licenses held

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service sales
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter