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Merrill Financial Solutions Advisor

1 month ago

Milwaukee, Wisconsin, United States Bank of America Full time
Merrill Financial Solutions Advisor

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.

Key Responsibilities:
  • Develop and maintain relationships with high-net worth clients
  • Assess clients' financial goals and recommend investment strategies
  • Communicate solutions to clients that meet their financial needs
  • Partner with financial advisor teams to build their network and promote portfolio growth
  • Develop and grow a book of business to meet and exceed financial targets
Benefits:
  • Opportunity to work with affluent and high net worth clients
  • Training and guidance through a defined path to become a successful financial advisor
  • Access to a wide range of financial solutions and products
  • Collaborative and supportive work environment
Requirements:
  • Currently holds Series 7 & 65 licenses
  • Two years' experience working in the financial service industry and/or a sales environment
  • Minimum of one year experience in the investments industry
  • Self-starter with strong relationship-building and communication skills

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees and clients.