Financial Solutions Advisor Registration Candidate-washington, Dc Market

Bank of America

Washington, DC, US
Base: $65,000.00 - $75,000.00 annualized; bonus/eq...
Series 7 and series 66 licenses required
One year financial service experience
Client goal planning and strategy
This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics with monthly, quarterly, and annual opportunities.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance while supporting physical and emotional wellness.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $65,000.00 - $75,000.00 annualized; Bonus/Equity: 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 financial service experience
  • Client goal planning and strategy

Nice-to-have

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Chartered Retirement Planning Counselor

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year sales or financial experience
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter