Financial Solutions Advisor Registration Candidate-washington, Dc Market

Bank of America (GHR)

Washington, DC, US
Base: $65,000.00 - $75,000.00 annualized salary; b...
Financial planning and advice
Client relationship management
Investment product knowledge
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $65,000.00 - $75,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Financial planning and advice
  • Client relationship management
  • Investment product knowledge
  • Sales and goal achievement
  • Risk mitigation in daily activities

Nice-to-have

  • Executive presence and confidence
  • Adaptability and learning agility
  • Thorough regulatory due diligence
  • Building and nurturing relationships

Key Requirements

  • Series 7 and 66 licenses
  • Minimum one year financial service experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter