Financial Solutions Advisor- Encino Financial Center

Bank of America Merrill Lynch

Encino, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office with some 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 their Encino Financial Center, responsible for providing customized financial advice to clients. The ideal candidate should possess relevant licenses, experience in the financial services industry, and strong interpersonal skills to build client relationships

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees are eligible for incentives based on performance against defined metrics in a formulaic incentive plan.
  • The position requires maintaining SAFE Act registration and completing required background checks as per federal regulations.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Encino Financial Center, responsible for providing customized financial advice to clients. The ideal candidate should possess relevant licenses, experience in the financial services industry, and strong interpersonal skills to build client relationships.

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 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
  • Three years sales experience
  • Strong computer multitasking skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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