Financial Solutions Advisor -columbia Heights Financial Center

Bank of America

Washington, United States
Base: $65,000.00 - $75,000.00 annualized; bonus/eq...
Client solutions advisory
Investment management
Pipeline management
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals

Job Summary

  • This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Salary

Base: $65,000.00 - $75,000.00 annualized; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Client Solutions Advisory
  • Investment Management
  • Pipeline Management
  • Risk Management
  • Client Management

Nice-to-have

  • Executive Presence
  • Business Acumen
  • Client Experience Branding
  • Adapts to new information

Key Requirements

  • Series 7 and 66 licenses required
  • Minimum one year financial service/sales experience
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter