Financial Solutions Advisor
2 weeks ago
About the Role
At Bank of America, we're committed to helping our clients achieve their financial goals. As a Merrill Financial Solutions Advisor, you'll play a critical role in delivering exceptional client experiences and driving business growth.
Key Responsibilities
- Develop and maintain strong relationships with affluent and high net worth clients
- Provide personalized investment advice and guidance to help clients achieve their financial objectives
- Collaborate with colleagues to identify new business opportunities and drive revenue growth
- Stay up-to-date on industry trends and regulatory requirements to ensure compliance and excellence in client service
What We Offer
- A comprehensive training program to help you develop your skills and expertise
- A supportive team environment with opportunities for professional growth and development
- A competitive compensation and benefits package
- The chance to make a meaningful impact on the lives of our clients and the communities we serve
Requirements
- Currently holds Series 7 & 65 licenses (or equivalent)
- Two years' experience in the financial services industry, with a proven track record of success
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities
Preferred Qualifications
- Proven ability to partner and promote lead generation
- Experience balancing investment management, sales activities, and new client development
- Strong computer skills and the ability to multitask in a demanding environment
- A bachelor's degree in a business-related field
Work Environment
This role is located in a Merrill branch and requires SAFE Act registration.
Language
English (en-US)
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