Financial Solutions Advisor - Sterling Pointe Financial Center

Bank of America Merrill Lynch

Lincoln, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office (specific attendance requirements)
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 for their Sterling Pointe Financial Center in Lincoln, CA. The ideal candidate will provide personalized financial advice to clients, requiring licenses and experience in the financial services industry

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing.
  • This position offers a formulaic incentive plan based on performance against defined metrics along with industry-leading benefits.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Sterling Pointe Financial Center in Lincoln, CA. The ideal candidate will provide personalized financial advice to clients, requiring 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

Skills & Requirements

Must-have

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

Nice-to-have

  • Certified Financial Planner designation
  • Insurance licenses obtained
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year investment experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter