In-office with requirements for office-based attendance.
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Bank of America is seeking a Financial Solutions Advisor for its Valencia Financial Center, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should possess relevant financial licenses and experience, with an emphasis on relationship-building and goal achievement
Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
Employees must maintain SAFE Act registration and complete required background checks to remain in good standing.
The position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits including paid time off.
Matching Summary
Match Score: 85
Bank of America is seeking a Financial Solutions Advisor for its Valencia Financial Center, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should possess relevant financial licenses and experience, with an emphasis on relationship-building and goal achievement.
Salary
Base: $70,000 - $80,000 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included