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Financial Solutions Advisor

2 months ago

St Simons Island, Georgia, United States Bank of America Full time
About the Role

At Bank of America, we're committed to helping our clients achieve their financial goals. As a Merrill Financial Solutions Advisor, you'll play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Develop and maintain strong relationships with affluent and high net worth clients, identifying their financial needs and providing tailored investment solutions.
  • Collaborate with colleagues to leverage our industry-leading wealth management platform and deliver comprehensive financial advice.
  • Stay up-to-date on market trends and regulatory changes, ensuring you're equipped to provide expert guidance to your clients.
  • Participate in ongoing training and development programs to enhance your skills and stay ahead of the curve in the financial services industry.
What We Offer
  • A dynamic and supportive work environment that fosters growth and development.
  • Opportunities to work with a diverse range of clients and develop your expertise in investment management and financial planning.
  • A comprehensive benefits package, including competitive compensation and rewards.
  • Access to cutting-edge technology and tools to help you succeed in your role.
Requirements
  • Currently holds Series 7 & 65 licenses (or equivalent).
  • Two years' experience working in the financial services industry, with a proven track record of success.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Ability to work in a fast-paced environment and adapt to changing priorities.