Financial Solutions Advisor - Pioneer Valley Market

Bank of America

Avon, CT, US
Base: $65,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 & 66 licenses required
One year investments industry experience
Client financial planning and goal setting
** Bank of America is seeking a Financial Solutions Advisor for the Pioneer Valley Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should have relevant licenses, experience in the financial service industry, and strong interpersonal skills to build client relationships. **

Job Summary

  • The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
  • This position offers a formulaic incentive plan based on performance against defined metrics along with industry-leading benefits.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for the Pioneer Valley Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should have relevant licenses, experience in the financial service industry, and strong interpersonal skills to build client relationships. **

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

Nice-to-have

  • Strong computer skills for multitasking
  • Three years sales environment experience
  • Certified Financial Planner designation

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year in investments industry
  • At least one year in financial service or sales
  • SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter