Financial Solutions Advisor - Upstate New York Market

Bank of America Merrill Lynch

Depew, NY, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
In-office (with some flexibility)
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the Upstate New York Market to provide tailored financial advice and solutions to clients. The candidate will be responsible for building financial plans, recommending investment products, and managing client relationships within a collaborative and inclusive work environment

Job Summary

  • The role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must apply for and maintain SAFE Act registration if responsible for residential mortgage loan originations.
  • The position offers a formulaic incentive plan based on performance against defined metrics alongside industry-leading benefits.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the Upstate New York Market to provide tailored financial advice and solutions to clients. The candidate will be responsible for building financial plans, recommending investment products, and managing client relationships within a collaborative and inclusive work environment.

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

Nice-to-have

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Building strong client relationships

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65 with condition)
  • Minimum one year investments experience
  • Minimum one year financial service/sales experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter