Financial Solutions Advisor - Newcastle

Bank of America (GHR)

Newcastle, WA, United States
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees are responsible for triaging client leads, building financial plans, and making referrals based on asset thresholds.
  • This position offers a formulaic incentive plan and industry-leading benefits including paid time off and wellness resources.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

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 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
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service or sales
  • SAFE Act registration and background check
  • Ability to obtain missing license within 60 days

Work Rights

Not specified

Tailored Resume

Cover Letter