Financial Solutions Advisor
7 days ago
About the Role
Merrill Financial Solutions Advisors work with high-net worth clients to identify their financial goals and develop personalized investment strategies to help them achieve those goals. This role is responsible for building relationships with clients, reviewing their financial situations, and providing 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
- Provide opportunities for advisors to pursue a career within the bank
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
About Bank of America
Bank of America is a leading financial institution that provides a wide range of financial products and services to individuals, businesses, 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.
Why Join Us
At Bank of America, we believe that diversity makes us stronger and that our employees are our greatest asset. We offer a range of benefits and programs to support our employees' physical, emotional, and financial well-being, including training and development opportunities, flexible work arrangements, and a comprehensive compensation package.
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