Financial Solutions Advisor - Pioneer Valley Market

Bank of America Merrill Lynch

Avon, CT, US
Base: $65,000.00 - $80,000.00 annualized; bonus: f...
**
Series 7 license required
Series 66 or 63/65 license
One year investments experience
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Pioneer Valley Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should have relevant licenses, experience in the financial services industry, and the ability to build strong client relationships. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations if applicable.
  • This position offers industry-leading benefits, access to paid time off, and eligibility for a formulaic incentive plan based on performance.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Pioneer Valley Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should have relevant licenses, experience in the financial services industry, and the ability to build strong client relationships. **

Salary

Base: $65,000.00 - $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
  • One year investments experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • CFP or CRPC designation preferred
  • Insurance licenses held
  • Strong computer multitasking skills
  • Three years sales experience
  • Building strong client relationships

Key Requirements

  • Series 7 license (mandatory)
  • Series 66 license (or 63/65 with condition)
  • Minimum one year in investments industry
  • Minimum one year in financial service/sales
  • SAFE Act background check and registration

Work Rights

Not specified

Tailored Resume

Cover Letter