Financial Solutions Advisor - Parkside Financial Center

Bank of America

San Francisco, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations if applicable.
  • The position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

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 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • One year financial service sales experience
  • Client financial goal planning

Nice-to-have

  • Strong computer multitasking skills
  • Three years financial service experience
  • CFP or CRPC professional designation
  • Insurance licenses held
  • Coaching referral partners

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
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

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