Experienced Financial Advisor
Bank of America
full-time
Posted on:
Location Type: Office
Location: Honolulu • California • District of Columbia • United States
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Salary
💰 $48,000 - $100,000 per year
About the role
- Deliver a full range of goals-based financial planning / wealth strategies
- Maintain a robust knowledge of the firm’s latest planning tools, techniques and strategies
- Establish and maintain relationships with the management team
- Source prospective clients and capitalize on referrals
- Deliver customized solutions and the full resources of Bank of America Merrill
Requirements
- 5+ years of experience as a Financial Advisor
- FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required
- Established and portable practice with a minimum of $1MM in production
- Proven relationship building and business development skills
- Bachelor's degree or higher strongly preferred
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningwealth strategiesbusiness development
Soft Skills
relationship building
Certifications
FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65