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Financial Solutions Advisor

2 months ago

DeLand, Florida, United States Bank of America Full time
Unlock Your Potential as a Merrill Financial Solutions Advisor

At Bank of America, we're committed to helping our clients achieve their financial goals. As a Merrill Financial Solutions Advisor, you'll play a critical role in delivering exceptional client experiences and driving business growth. Our team is dedicated to providing the tools, training, and support you need to succeed in this dynamic and rewarding role.

Key Responsibilities:
  • Develop and maintain strong relationships with affluent and high net worth clients, identifying their financial needs and providing tailored investment solutions.
  • Collaborate with colleagues to leverage our extensive network and resources, driving business growth and expanding our client base.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance and delivering exceptional client service.
  • Participate in ongoing training and development programs, enhancing your skills and expertise in investment management and financial planning.
What We Offer:
  • A comprehensive training program, equipping you with the knowledge and skills needed to succeed in this role.
  • A collaborative and supportive team environment, with opportunities for professional growth and development.
  • A competitive compensation package, including bonuses and benefits.
  • The chance to work with a diverse range of clients, from individuals to institutions, and make a meaningful impact on their financial lives.
Requirements:
  • Currently holds Series 7 & 65 licenses (or equivalent).
  • Two years' experience in the financial services industry, with a proven track record of meeting or exceeding sales goals.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.