Financial Solutions Advisor - Serramonte Financial Center

Bank of America Merrill Lynch

Daly City, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office with flexible attendance based on role-specific considerations.
Series 7 & 66 licenses required
One year investments industry experience
Client relationship building skills
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor at their Serramonte Financial Center in Daly City, CA. The role involves providing tailored financial advice and fostering client relationships, while requiring specific licenses and experience in the financial services industry

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations.
  • 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 at their Serramonte Financial Center in Daly City, CA. The role involves providing tailored financial advice and fostering client relationships, while requiring specific licenses and experience in the financial services industry.

Salary

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

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year investments industry experience
  • Client relationship building skills

Nice-to-have

  • Three years financial service experience
  • CFP or CRPC professional designations
  • Insurance licenses held

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year in investments industry
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter