Financial Solutions Advisor - West Hartford Financial Center

Bank of America

West Hartford, CT, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and series 66 licenses required
One year investments industry experience
Client financial planning and goal setting
The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics and receive industry-leading benefits.
  • This position requires maintaining SAFE Act registration and completing specific licenses and trainings to operate within the financial center.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term 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 Series 66 licenses required
  • One year investments industry experience
  • Client financial planning and goal setting
  • Brokerage product recommendations
  • Risk mitigation and regulatory compliance

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses held
  • Strong computer multitasking skills
  • Three years sales environment experience

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

Cover Letter