Financial Solutions Advisor
2 weeks ago
This role is responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies. The ideal candidate will have a strong understanding of investment products and services, as well as excellent communication and relationship-building skills.
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 comprehensive investment plans.
- Stay up-to-date on market trends and economic conditions to provide informed investment advice to clients.
- Collaborate with other financial professionals to provide a comprehensive range of financial services to clients.
- Currently holds Series 7 & 65 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.
As a Merrill Financial Solutions Advisor, you will have the opportunity to work with high-net worth clients and develop your skills in investment advice and relationship-building. You will also have access to ongoing training and development opportunities to help you advance your career.
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace where every employee has the opportunity to achieve their goals and succeed in their careers.
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Financial Solutions Advisor
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