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Merrill Financial Solutions Advisor

4 weeks ago

Rockville, Maryland, United States Bank of America Full time
Merrill Financial Solutions Advisor Job Description

This role is responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies. The successful candidate will have a strong understanding of investment products and services, as well as excellent communication and relationship-building skills.

Key Responsibilities:
  • Develop and maintain relationships with high-net worth clients to understand their financial goals and objectives.
  • Provide tailored investment advice and recommendations to clients based on their individual needs and risk tolerance.
  • Work closely with clients to understand their financial situation and develop a comprehensive investment plan.
  • Stay up-to-date on market trends and economic conditions to provide informed investment advice to clients.
  • Collaborate with other financial advisors and industry experts to stay current on best practices and industry developments.
Requirements:
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Self-starter who efficiently manages time and capacity.
  • Excellent communication and relationship-building skills.
Benefits:
  • Competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Access to industry-leading training and resources.