Financial Solutions Advisor- Seattle North Area

Bank of America Merrill Lynch

Edmonds, WA, 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 various locations in the Seattle North Area. The role focuses on providing personalized financial advice to clients, requiring relevant certifications and experience in the financial services industry

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must apply for and maintain SAFE Act registration, including passing a background check, to remain in good standing.
  • The position offers an annualized salary range of $70,000 to $80,000 with eligibility for formulaic incentive plans based on performance metrics.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for various locations in the Seattle North Area. The role focuses on providing personalized financial advice to clients, requiring relevant certifications and experience in the financial services industry.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible based on performance; 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

  • Mandarin language skills desired
  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • 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 compliance

Work Rights

Not specified

Tailored Resume

Cover Letter