Merrill Financial Solutions Advisor

4 days ago


Lake Oswego, Oregon, United States Bank of America Full time
About the Role

Merrill Financial Solutions Advisors play a critical role in helping high-net worth clients achieve their financial goals. As a key member of our team, you will work closely with clients to understand their needs, develop personalized investment strategies, and provide ongoing guidance to help them achieve their objectives.

Key Responsibilities
  • Develop and maintain strong relationships with high-net worth clients, understanding their financial goals and objectives.
  • Conduct thorough financial analyses to identify opportunities for growth and provide tailored investment recommendations.
  • Collaborate with internal teams to provide comprehensive financial solutions, including banking, investment, and retirement planning.
  • Stay up-to-date on market trends and regulatory changes, ensuring clients receive the best possible advice.
  • Meet or exceed sales targets, driving business growth and revenue.
What We Offer

As a Merrill Financial Solutions Advisor, you will have access to a wide range of resources and support, including:

  • Comprehensive training and development programs to help you build your skills and expertise.
  • A collaborative and dynamic work environment, with opportunities to work with experienced professionals and thought leaders in the industry.
  • A competitive compensation package, including base salary, bonuses, and benefits.
  • The opportunity to make a meaningful impact on clients' lives and help them achieve their financial goals.
Requirements

To be successful in this role, you will need:

  • A strong understanding of financial markets, products, and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proven sales and business development experience, with a track record of meeting or exceeding sales targets.
  • A bachelor's degree in a related field, such as finance, business, or economics.
  • Professional certifications, such as the Series 7 and 66 licenses, or a Certified Financial Planner (CFP) designation.

  • Financial Planner

    3 weeks ago


    Lake Oswego, Oregon, United States Prudential Financial Full time

    Unlock Your Potential as a Financial PlannerAre you a self-motivated individual with a passion for helping others achieve their financial goals? Do you have a strong analytical mind and excellent communication skills? We are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Planner.Key Responsibilities:Develop and...


  • Lake Oswego, Oregon, United States Lions Capital Mortgage Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Mortgage Advisor to join our team at Lions Capital Mortgage, Inc. As a Mortgage Advisor, you will be responsible for originating new residential mortgage clients, developing and cultivating a strong business network of referrals, and providing exceptional customer service to our clients.Key...


  • Lake Oswego, Oregon, United States Lions Capital Mortgage Inc Full time

    Job SummaryWe are seeking a highly skilled and experienced Mortgage Advisor to join our team at Lions Capital Mortgage, Inc. As a Mortgage Advisor, you will be responsible for originating new residential mortgage clients, developing and cultivating a strong business network of referrals, and analyzing borrower's financial and credit data to determine...


  • Lake Oswego, Oregon, United States Lions Capital Mortgage Inc Full time

    Job SummaryWe are seeking a highly motivated and experienced Mortgage Advisor to join our team at Lions Capital Mortgage, Inc. As a Mortgage Advisor, you will be responsible for originating new residential mortgage clients, developing and cultivating a strong business network of referrals, and providing exceptional customer service to our clients.Key...


  • Lake Oswego, Oregon, United States Pacific Capital Resource Group Full time

    About Pacific Capital Resource GroupPacific Capital Resource Group is a leading financial services firm in the Northwest, dedicated to providing expert financial guidance and management to individuals and businesses. Our team of professionals is passionate about delivering exceptional results and fostering a collaborative environment that promotes growth and...


  • Lake Oswego, Oregon, United States Boly:Welch Full time

    Job OpportunityWe are seeking a skilled Financial Relationship Specialist to join our team at Boly:Welch. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our top-tier clientele.Your Key Responsibilities:Develop and implement effective client communication strategies to ensure exceptional...


  • Lake Oswego, Oregon, United States Therapy Solutions Full time

    Certified Nursing Assistant (CNA) Job DescriptionJob Summary:We are seeking a compassionate and skilled Certified Nursing Assistant (CNA) to join our team at Avamere Skilled Advisors, LLC. As a CNA, you will play a vital role in providing high-quality care to our residents, ensuring their comfort, dignity, and well-being.Responsibilities:Provide personal...

  • Nurse Practitioner

    4 days ago


    Lake Oswego, Oregon, United States Therapy Solutions Full time

    {"title": "Nursing Career Opportunity", "content": "Job SummaryWe are seeking a skilled nursing professional to join our team at Avamere Skilled Advisors, LLC. As a Registered Nurse, you will provide direct patient care to residents and implement established nursing practice objectives and standards.ResponsibilitiesProvide direct patient care to residents,...


  • Lake Oswego, Oregon, United States Spieldenner Financial Group Full time

    About Spieldenner Financial GroupWe are a personal development company that just happens to sell insurance. Our mission is to make a generational impact in the lives of our clients, our agents, and our community!Job DescriptionWe are seeking a highly motivated and coachable individual to join our team as a Business Development Representative. As a Business...


  • Lake Oswego, Oregon, United States Therapy Solutions Full time

    Temporary Certified Nursing Assistant OpportunityAvamere Skilled Advisors dba AvaStaff is seeking a temporary Certified Nursing Assistant (CNA) to join our team. This is a great opportunity for a CNA to work with a reputable healthcare provider and gain valuable experience.Responsibilities:Provide personal care to residents, including bathing, dressing, and...


  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About the RoleWe are seeking a highly skilled Middle Market Relationship Manager to join our team at Umpqua Bank. As a key banking advisor, you will be responsible for building and maintaining strong relationships with our Middle Market clients, identifying new business opportunities, and delivering customized banking solutions to meet their needs.Key...


  • Lake Oswego, Oregon, United States Edward D. Jones & Co., L.P. Full time

    Branch Office Administrator RoleWe are seeking a highly motivated and organized Branch Office Administrator to join our team at Edward D. Jones & Co., L.P. The successful candidate will work closely with Financial Advisors to provide exceptional client service and support.Key Responsibilities:Assist Financial Advisors in achieving their business goalsProvide...


  • Lake Oswego, Oregon, United States Northwest Bank Full time

    Job Title: Commercial Banking Credit AnalystNorthwest Bank is seeking a highly skilled Commercial Banking Credit Analyst to join our team. As a key member of our production team, you will be responsible for conducting credit analysis, gathering and interpreting credit information, and supporting Relationship Managers in servicing existing clients and...


  • Lake Oswego, Oregon, United States Aldrich Full time

    About the RoleWe are seeking a highly skilled Tax Senior Manager to join our Private Wealth team. As a trusted advisor, you will work closely with high net worth individual clients to provide complex tax planning and coordination with their overall financial goals.This role requires a strong understanding of tax laws and regulations, as well as excellent...

  • Audit Manager

    2 weeks ago


    Lake Oswego, Oregon, United States Aldrich Full time

    Job DescriptionAldrich CPAs and Advisors is seeking a highly skilled and experienced Audit Manager to join our team. As an Audit Manager, you will be responsible for managing audits, reviews, and compilations from planning to completion. You will work closely with clients to understand their financial needs and develop effective solutions to meet those...

  • Senior Tax Manager

    4 weeks ago


    Lake Oswego, Oregon, United States Aldrich Full time

    About the RoleAldrich is seeking a highly skilled Senior Tax Manager to join our Private Wealth Tax group. As a trusted advisor to our high net worth individual clients, you will work closely with a team of advisors to provide complex tax planning and coordination with the client's overall financial goals.Key ResponsibilitiesAnalyze client financial...


  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to grow to over $50B in assets under management, making us a major player in the western-based regional banking...


  • Lake Oswego, Oregon, United States Umpqua Bank Full time

    About UsUmpqua Bank is a leading regional bank with a strong presence in the Pacific Northwest. With over 5,000 employees, we offer a wide range of banking services to customers across the nation. Our recent merger with Columbia Bank has enabled us to grow to over $50B in assets under management, making us a major player in the western-based regional banking...


  • Lake Oswego, Oregon, United States Edward Jones Full time

    Are you a relationship builder, problem solver, or critical thinker? If so, we need you on our team.At Edward Jones, we're intentional about calling our field associates branch teams. Most teams are two or three people, and as a Branch Office Administrator, you'll be a critical member of that team, working alongside a financial advisor.You'll be the first...

  • Tax Manager

    3 weeks ago


    Lake Oswego, Oregon, United States Aldrich Full time

    Job Title: Tax ManagerAldrich CPAs and Advisors is seeking a highly skilled Tax Manager to join our team. As a trusted advisor to our clients in the construction and manufacturing sectors, you will provide comprehensive tax review, planning, and compliance services.Key Responsibilities:Coordinate and plan service delivery to clients, including conducting...