Merrill Financial Solutions Advisor

3 weeks ago

Washington, Washington, D.C., United States Bank of America Full time

About the Role:

We are seeking a highly skilled Merrill Financial Solutions Advisor to join our team at Bank of America. As a key member of our organization, you will be responsible for working with high-net worth clients to identify their needs, develop relationships, and provide tailored investment recommendations.

Key Responsibilities:

  • Leverage technology to achieve business growth goals
  • Profile activities to determine a client's investor profile and financial resource objectives
  • Build a sustainable book of business
  • Provide opportunities for advisors to pursue a career within the bank

Requirements:

  • Currently holds Series 7 & 65 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

What We Offer:

  • Training and one-on-one mentorship from managers who are invested in your success
  • The potential for growth and advancement within the company
  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition

About Us:

Bank of America is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe diversity makes us stronger and are dedicated to advancing our tools, technology, and ways of working to meet the evolving needs of our clients.

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