Financial Solutions Advisor- Columbia Basin South

Bank of America

Kennewick, WA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • The position requires adherence to SAFE Act registration requirements including background checks for mortgage originations.

Matching Summary

This role provides 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 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Mandarin language proficiency desired
  • Certified Financial Planner designation
  • Insurance licenses held

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year in investments industry
  • Minimum one year in sales environment
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter