Merrill Financial Solutions Advisor

4 weeks ago


Portland, United States Bank of America Corporation Full time
  • Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill.
  • During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
  • You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
  • The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.
  • Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).


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