Merrill Financial Solutions Advisor

3 weeks ago


New York, New York, 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 provides personalized advice and guidance to help clients achieve their financial goals.

We are seeking a highly motivated and skilled Financial Solutions Advisor to join our team. As a Financial Solutions Advisor, you will work closely with clients to understand their financial needs and develop tailored investment strategies to help them achieve their goals.

Key Responsibilities:

  • Provide personalized advice and guidance to clients on investment and financial planning
  • Develop and implement tailored investment strategies to meet client needs
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients

Requirements:

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) 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 competitive salary and bonus structure
  • Ongoing training and professional development opportunities
  • A collaborative and supportive work environment
  • The opportunity to work with a leading financial institution and make a meaningful impact on clients' lives

About Us:

Bank of America is a leading financial institution with a long history of providing innovative financial solutions to individuals, companies, and institutions. 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 in the importance of diversity, equity, and inclusion and are committed to creating a workplace that reflects the diversity of our clients and communities. We offer a range of benefits and programs to support our employees' physical, emotional, and financial well-being.



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