In-office with flexibility based on role-specific considerations.
Series 7 license required
Series 66 or 63/65 license
Investment industry experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Northern San Diego locations, focusing on providing tailored financial advice and solutions to clients. The ideal candidate should have a background in financial services, possess relevant licenses, and demonstrate strong relationship-building skills
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, to remain in good standing.
This position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Northern San Diego locations, focusing on providing tailored financial advice and solutions to clients. The ideal candidate should have a background in financial services, possess relevant licenses, and demonstrate strong relationship-building skills.
Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off