Financial Solutions Advisor - Fairfield/concord Area

Bank of America Merrill Lynch

Brentwood, CA, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
** The Financial Solutions Advisor position at Bank of America Merrill Lynch focuses on providing tailored financial advice to clients, requiring strong knowledge of investment products and regulatory compliance. Candidates should possess relevant licenses and experience in the financial services industry, while the role offers competitive compensation and a commitment to employee well-being. **

Job Summary

  • This position is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
  • Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions based on performance against defined metrics.
  • The role requires working with clients to plan short and long-term financial goals using brokerage products including stocks, bonds, and mutual funds.

Matching Summary

Match Score: 75

** The Financial Solutions Advisor position at Bank of America Merrill Lynch focuses on providing tailored financial advice to clients, requiring strong knowledge of investment products and regulatory compliance. Candidates should possess relevant licenses and experience in the financial services industry, while the role offers competitive compensation and a commitment to employee well-being. **

Salary

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

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

  • CFP or CRPC professional designation
  • Insurance licenses held
  • Strong computer multitasking skills
  • Three years sales environment experience
  • Building strong client relationships

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter