Financial Solutions Advisor

4 days ago


Englewood, Colorado, United States Bank of America Full time
Merrill Financial Solutions Advisor

Join Bank of America's team of financial experts as a Merrill Financial Solutions Advisor. In this role, you will work with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.

Key Responsibilities:
  • Provide tailored advice to clients through reviews and presentations, assessing their financial goals and recommending investment strategies.
  • Communicate solutions to clients that are best suited for their financial needs, such as core banking and investment solutions.
  • Partner with financial advisor teams to build their network and promote portfolio growth.
  • Develop and grow a book of business to meet and exceed pre-defined financial targets.
What We Offer:
  • A 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 your skills and optimize your practice as the industry evolves.
  • Potential opportunities for professional growth and leadership roles.
About Us:

At Bank of America, we are 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 are dedicated to advancing our tools, technology, and ways of working to meet the evolving needs of our clients.


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