Financial Solutions Advisor

5 days ago


Milwaukee, Wisconsin, United States Bank of America Full time
Merrill Financial Solutions Advisor Job Description

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 providing personalized advice and guidance to high-net worth clients, helping them navigate the complexities of wealth management and achieve their financial objectives.

Key Responsibilities:
  • Develop and maintain relationships with clients, understanding their financial goals and objectives
  • Provide tailored investment advice and recommendations to clients, leveraging the expertise of Merrill's investment professionals
  • Collaborate with Financial Advisor teams to build and grow a book of business, identifying new opportunities and developing strategies to meet and exceed financial targets
  • Stay up-to-date on market trends and developments, using this knowledge to inform investment decisions and provide clients with expert guidance
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 comprehensive training program to help you develop the skills and knowledge you need to succeed as a Merrill Financial Solutions Advisor
  • A supportive team environment, with opportunities to collaborate with experienced professionals and build relationships with clients
  • A competitive compensation package, including bonuses and benefits

At Bank of America, we're committed to creating a workplace that's inclusive, diverse, and supportive of our employees' needs. We believe that our employees are our greatest asset, and we're dedicated to providing them with the resources and opportunities they need to succeed.



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