Financial Solutions Advisor - Greater Baltimore, Md Market

Bank of America Merrill Lynch

Baltimore, MD, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year investments industry experience
Client relationship management skills
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 based on performance against defined 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 and Series 66 licenses required
  • One year investments industry experience
  • Client relationship management skills

Nice-to-have

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

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65 with completion within 60 days)
  • Minimum one year in investments or sales environment
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter