Financial Solutions Advisor Registration Candidate-washington, Dc Market

Bank of America (GHR)

Washington, DC, US
Base: $65,000.00 - $75,000.00 annualized; bonus: f...
In-office with flexible attendance based on role-specific considerations.
Series 7 and series 66 licenses
One year financial service experience
Client relationship building skills
Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Washington, DC, to provide personalized financial advice and solutions to clients. The role requires specific financial licenses and aims to help clients achieve their financial goals while fostering an inclusive workplace culture

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are responsible for triaging client leads, making referrals based on asset thresholds, and reviewing investment strategies.
  • This position offers industry-leading benefits, paid time off, and eligibility for a formulaic incentive plan based on performance metrics.

Matching Summary

Match Score: 85

Bank of America is seeking a Financial Solutions Advisor Registration Candidate in Washington, DC, to provide personalized financial advice and solutions to clients. The role requires specific financial licenses and aims to help clients achieve their financial goals while fostering an inclusive workplace culture.

Salary

Base: $65,000.00 - $75,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses
  • One year financial service experience
  • Client relationship building skills

Nice-to-have

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

Key Requirements

  • Current Series 7 and 66 (or 63/65) licenses
  • Minimum one year of sales or financial service experience
  • SAFE Act registration and background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter