Financial Solutions Advisor - Serramonte Financial Center

Bank of America

Daly City, 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
** Bank of America is seeking a Financial Solutions Advisor for their Serramonte Financial Center in Daly City, CA. The role involves providing personalized financial advice, building financial plans, and recommending brokerage products while adhering to industry regulations and company culture focused on growth and inclusivity. **

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.
  • This position offers a formulaic incentive plan based on performance against defined metrics along with industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for their Serramonte Financial Center in Daly City, CA. The role involves providing personalized financial advice, building financial plans, and recommending brokerage products while adhering to industry regulations and company culture focused on growth and inclusivity. **

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
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • CFP or CRPC professional designation
  • Insurance licenses held
  • Three years sales environment experience
  • Strong computer multitasking skills
  • Commitment to inclusive workplace culture

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 compliance
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter