Financial Solutions Advisor - Newcastle

Bank of America

Newcastle, WA, USA
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 license required
Series 66 or 63/65 license
Investment industry experience
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are eligible for a formulaic incentive plan with monthly, quarterly, and annual opportunities based on performance metrics.
  • Bank of America offers industry-leading benefits including paid time off and resources to support employee wellness.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

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

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • Investment industry experience
  • Client relationship management
  • Financial planning skills

Nice-to-have

  • CFP or CRPC designation
  • Insurance licenses
  • Strong computer multitasking
  • Three years sales experience
  • Coaching referral partners

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • At least one year in investments industry
  • At least one year in financial service/sales
  • SAFE Act registration and background check
  • Ability to meet asset threshold referrals

Work Rights

Not specified

Tailored Resume

Cover Letter