Merrill Financial Solutions Advisor

3 weeks ago


Florham Park, New Jersey, United States Bank of America Full time
Merrill Financial Solutions Advisor Job Description

This role is responsible for working with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their goals.

Key Responsibilities:

  • Leverage technology to achieve business growth goals
  • Profile activities to determine a client's investor profile and financial resource objectives
  • Build a sustainable book of business and provide opportunities for advisors to pursue a career within the bank

Job Requirements:

  • Currently holds FINRA Securities Industry Essentials (SIE)
  • 4+ years of progressive professional and/or military experience
  • Ability to obtain Series 7 and 66 licenses within allotted program time

Benefits:

  • Get training and one-on-one mentorship from managers who are invested in your success
  • Build connections to grow your network and business
  • Deliver advice through client reviews/presentations with confidence

About Bank of America:

Bank of America is 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 supporting communities around the world by connecting them to the lending, investing, and giving they need to remain vibrant and vital.



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