Financial Solutions Advisor

4 days ago


Reston, Virginia, United States Bank of America Full time
Job Description

Merrill Financial Solutions Advisors play a critical role in helping clients achieve their financial goals. As a key member of our team, you will work closely with high-net worth clients to identify their needs, develop relationships, and provide tailored investment recommendations.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Conduct thorough financial assessments to identify areas for improvement and provide personalized investment recommendations.
  • Work closely with clients to implement investment strategies and monitor progress towards their goals.
  • Stay up-to-date on market trends and economic conditions to provide informed investment advice.
  • Collaborate with other financial professionals to ensure seamless client service and support.
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

As a Merrill Financial Solutions Advisor, you will have the opportunity to work with a diverse range of clients and develop a deep understanding of their financial needs. You will also have access to a comprehensive training program and ongoing support to help you succeed in your role.

We are committed to creating a workplace that is inclusive and supportive of all employees. We believe that diversity and inclusion are essential to our success and strive to create an environment where everyone feels valued and empowered to contribute.



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