In-office with flexible attendance based on role-specific considerations.
Series 7 and 66 licenses required
One year financial service experience
Client relationship building skills
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate to provide tailored financial advice to clients in the Washington, DC market. The role involves client engagement, financial planning, and compliance with regulatory requirements, including SAFE Act registration
Job Summary
This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions.
Employees must complete required licenses and trainings, including SAFE Act registration for those involved in residential mortgage loan originations.
The position offers industry-leading benefits, access to paid time off, and eligibility for a formulaic incentive plan based on performance metrics.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Registration Candidate to provide tailored financial advice to clients in the Washington, DC market. The role involves client engagement, financial planning, and compliance with regulatory requirements, including SAFE Act registration.
Salary
Base: $65,000.00 - $75,000.00 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 financial service experience
Client relationship building skills
Nice-to-have
Certified Financial Planner designation
Chartered Retirement Planning Counselor
Insurance licenses preferred
Key Requirements
Series 7 license
Series 66 license (or 63/65 with condition)
Minimum one year experience in financial services or sales