Financial Solutions Advisor

4 weeks ago


Atlanta, Georgia, United States Bank of America Full time
Job Description

Merrill Financial Solutions Advisors work with high-net worth clients to identify their needs, develop relationships, review investment goals, and prepare 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 & 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

Benefits:

  • Strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition
  • Marketing strategies to reach wider audiences with greater appeal
  • Ongoing professional development to deepen skills and optimize practice as the industry evolves

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 provide continuous training and developmental opportunities to help employees achieve their goals.



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