Financial Solutions Advisor - Washington Dc Market

Bank of America

Washington, DC, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 and 66 licenses required
One year investments industry experience
Client financial goal planning
** Bank of America is seeking a Financial Solutions Advisor for the Washington DC market to provide tailored financial advice and solutions to clients. The role emphasizes building relationships, meeting financial goals, and requires specific financial licenses. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • This position offers a formulaic incentive plan based on performance against defined metrics along with industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for the Washington DC market to provide tailored financial advice and solutions to clients. The role emphasizes building relationships, meeting financial goals, and requires specific financial licenses. **

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 and 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

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

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year investment experience
  • SAFE Act background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter