Financial Solutions Advisor

2 weeks ago


St Simons Island, Georgia, United States Bank of America Full time

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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