Financial Solutions Advisor - Northern Ma Market

Bank of America (GHR)

Acton, MA, US
Base: $65,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
** Bank of America is seeking a Financial Solutions Advisor for various locations in Northern Massachusetts to provide tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses, experience in the financial services industry, and a strong ability to build client relationships. **

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.
  • This position offers industry-leading benefits, access to paid time off, and eligibility for a formulaic incentive plan based on performance.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor for various locations in Northern Massachusetts to provide tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses, experience in the financial services industry, and a strong ability to build client relationships. **

Salary

Base: $65,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and PTO included

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong computer multitasking skills
  • Certified Financial Planner designation
  • Insurance licenses obtained

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter