Financial Solutions Advisor

4 weeks ago


Santa Monica, California, United States Bank of America Full time
Job Summary:

Merrill Financial Solutions Advisors work with high-net worth clients to identify their financial needs and develop personalized investment strategies. This role is responsible for building relationships, reviewing investment goals, and preparing recommendations that align with clients' objectives.

Key Responsibilities:

- Leverage technology to achieve business growth goals
- Profile clients to determine their 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 licenses
- Two years' experience in the financial service industry and/or a sales environment
- Minimum of one year experience in the investments industry
- Self-starter who efficiently manages time and capacity
- Sets and accomplishes goals, achieving whatever you put your mind to

Desired Qualifications:

- Proven ability to partner and promote lead generation
- Experience balancing investment management, sales activities, and new client development
- Strong computer skills and the ability to multitask in a demanding environment

About Bank of America:

Bank of America is committed to creating 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. We are dedicated to advancing our tools, technology, and ways of working to meet the evolving needs of our clients.

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