Financial Solutions Advisor - Eastern Long Island Market

Bank of America Merrill Lynch

Commack, NY, US
Base: $65,000.00 - $80,000.00 annualized; bonus: f...
In-office with specific attendance requirements and flexibility based on role-specific considerations.
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Eastern Long Island Market to provide tailored financial advice and solutions to clients. The role requires financial industry experience and specific licenses, and offers opportunities for career growth and community impact

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Eastern Long Island Market to provide tailored financial advice and solutions to clients. The role requires financial industry experience and specific licenses, and offers opportunities for career growth and community impact.

Salary

Base: $65,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service/sales
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter