Financial Solutions Advisor
2 days ago
About the Role:
This is an exciting opportunity to join our team as a Merrill Financial Solutions Advisor, where you will work with high-net worth clients to identify their needs, develop relationships, and provide tailored investment advice.
Key Responsibilities:
- Leverage technology to achieve business growth goals and build a sustainable book of business.
- Profile activities to determine a client's investor profile and financial resource objectives.
- Develop and maintain strong relationships with clients and internal service providers.
- Manage risk proactively in every aspect of business, product, and service transaction.
What We Offer:
- A comprehensive training program to develop your skills and knowledge in wealth management and investment advice.
- The opportunity to work with a diverse range of clients and develop your relationship management skills.
- A collaborative and supportive work environment with a team of experienced professionals.
- The chance to progress to more senior roles within the company.
Requirements:
- Currently holds FINRA Securities Industry Essentials (SIE) certification.
- 4+ years of progressive professional and/or military experience.
- Ability to obtain Series 7 and 66 licenses within allotted program time.
- Strong communication and interpersonal skills.
Desired Qualifications:
- Experience working in the financial services industry and/or a sales environment.
- Strong computer skills and the ability to multitask in a demanding environment.
- Bachelor's Degree, preferably in a business-related field.
Why 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 in diversity and inclusion, and we strive to create an environment where all employees have the opportunity to achieve their goals.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about wealth management and investment advice, and you are looking for a challenging and rewarding career, we encourage you to apply for this exciting opportunity.
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