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Financial Solutions Advisor

1 month ago

Orlando, Florida, United States Bank of America Full time
Job Description

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.

Key Responsibilities
  • Develop and maintain relationships with high-net worth clients to understand their financial goals and objectives.
  • Provide tailored investment advice and recommendations to clients based on their individual needs and risk tolerance.
  • Work closely with clients to understand their financial situations and develop personalized financial plans.
  • Stay up-to-date on market trends and economic conditions to provide clients with informed investment advice.
  • Collaborate with other financial professionals to provide comprehensive financial solutions to clients.
Requirements
  • Series 7 and 66 licenses (or equivalent)
  • Minimum of two years' experience in the financial services industry
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Proficiency in financial planning and investment management software
Benefits

As a Merrill Financial Solutions Advisor, you will have the opportunity to work with a talented team of financial professionals and enjoy a competitive compensation package, including bonuses and benefits. You will also have access to ongoing training and professional development opportunities to help you advance your career.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.