Merrill Financial Solutions Advisor

2 days ago


Portland, Oregon, United States Bank of America Full time
Merrill Financial Solutions Advisor

Join our team of experienced financial advisors at Bank of America and take the first step towards a rewarding career in wealth management. As a Merrill Financial Solutions Advisor, you will work closely with high-net worth clients to identify their financial goals and develop personalized investment strategies to help them achieve their objectives.

Key Responsibilities:
  • Develop and maintain relationships with clients to understand their financial needs and goals
  • Conduct thorough financial analyses to identify areas for improvement and develop tailored investment recommendations
  • Collaborate with internal teams to provide comprehensive financial solutions to clients
  • Stay up-to-date on market trends and regulatory changes to ensure clients receive the best possible advice
What We Offer:
  • A dynamic and supportive work environment with opportunities for professional growth and development
  • A comprehensive training program to help you develop the skills and knowledge needed to succeed in this role
  • A competitive compensation package with opportunities for bonuses and incentives
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off
Requirements:
  • Currently holds FINRA Securities Industry Essentials (SIE) license
  • 4+ years of progressive professional and/or military experience
  • Ability to obtain Series 7 and 66 licenses within allotted program time
  • Self-starter with excellent time management and organizational skills
  • Strong communication and interpersonal skills
Desired Qualifications:
  • Experience working in the financial services industry and/or a sales environment
  • Strong computer skills and ability to multitask in a demanding environment
  • Bachelor's Degree, preferably in business-related field
  • Proven ability to partner and promote lead generation


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