Financial Solutions Advisor - South Shore Market

Bank of America

Dedham, MA, 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 its South Shore Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will have relevant licenses and experience in the financial services industry, with a focus on building client relationships and achieving financial goals. **

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for its South Shore Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will have relevant licenses and experience in the financial services industry, with a focus on building client relationships and achieving financial goals. **

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
  • Strong computer multitasking skills
  • Chartered Retirement Planning Counselor

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter