Financial Solutions Advisor - Eastern Shore/ Salisbury Area Market

Bank of America

Annapolis, MD, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
Series 7 and 66 licenses required
One year investments industry experience
Client financial goal planning
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

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 for mortgage loan provisions.
  • This position offers an annualized salary range of $70,000.00 - $80,000.00 with eligibility for formulaic incentive plans and industry-leading benefits.

Matching Summary

The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 and 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Strong computer multitasking skills
  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • Minimum one year investment experience
  • SAFE Act registration capability

Work Rights

Not specified

Tailored Resume

Cover Letter