Financial Solutions Advisor - Sterling Pointe Financial Center

Bank of America (GHR)

Lincoln, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
** Bank of America is seeking a Financial Solutions Advisor for their Sterling Pointe Financial Center in Lincoln, CA. The role involves providing tailored financial advice, building financial plans, and recommending investment products to clients, with a focus on achieving financial goals. **

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations if applicable.
  • The position offers a formulaic incentive plan based on performance metrics and access to industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for their Sterling Pointe Financial Center in Lincoln, CA. The role involves providing tailored financial advice, building financial plans, and recommending investment products to clients, with a focus on achieving financial goals. **

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 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

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

Key Requirements

  • Current Series 7 & 66 licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service sales
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter