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Merrill Financial Solutions Advisor

1 month ago

Phoenix, Arizona, United States Bank of America Full time
Job Description

Merrill Financial Solutions Advisors play a critical role in helping clients achieve their financial goals. As a Financial Advisor, you will work closely with high-net-worth clients to identify their needs, develop relationships, and provide tailored investment recommendations.

Key Responsibilities
  • Develop and maintain a book of business by identifying new opportunities and building relationships with existing clients.
  • Provide personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment strategies.
  • Communicate solutions to clients that are best suited for their financial needs, such as core banking and investment solutions.
  • Partner with Financial Advisor teams to build their network and promote portfolio growth.
Requirements
  • Currently holds Series 7 & 65 licenses.
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
What We Offer
  • A strong referral network from across the business to increase opportunities for affluent and high-net-worth client acquisition.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

At Bank of America, we are committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe diversity makes us stronger and are dedicated to advancing our tools, technology, and ways of working to meet the evolving needs of our clients.