Financial Solutions Advisor- South Puget Sound Area

Bank of America Merrill Lynch

Bonney Lake, WA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office with some flexibility based on role specifics; monday-friday with occasional saturdays.
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for various locations in the South Puget Sound area, responsible for providing personalized financial advice and solutions to clients. The ideal candidate will have experience in the investment and financial services industries, holding necessary licenses, and demonstrating strong communication and relationship-building skills

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 incentives as detailed by the specific line of business incentive plan provisions based on performance against defined metrics.
  • The position requires SAFE Act registration, including a federal registry background check and maintaining good standing.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for various locations in the South Puget Sound area, responsible for providing personalized financial advice and solutions to clients. The ideal candidate will have experience in the investment and financial services industries, holding necessary licenses, and demonstrating strong communication and relationship-building skills.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations
  • Risk mitigation and control

Nice-to-have

  • Strong computer skills for multitasking
  • Three years sales environment experience
  • Certified Financial Planner designation
  • Insurance licenses obtained
  • Active listening and client focus

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year experience in investments industry
  • At least one year experience in financial service or sales
  • Must obtain and maintain SAFE Act registration
  • Pass missing series exam within 60 days if applicable

Work Rights

Not specified

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