Financial Solutions Advisor - South Shore Market

Bank of America

Dedham, MA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning

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

Nice-to-have

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

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65 with condition)
  • Minimum one year investments experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter