Financial Solutions Advisor

1 day ago


Juneau AK USA, United States Bank of America Full time
Job Description

Merrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will work closely with clients to understand their needs, develop tailored investment strategies, and provide expert advice to help them achieve financial success.

Key Responsibilities
  • Develop and maintain strong relationships with clients to understand their financial goals and objectives
  • Conduct thorough financial analyses to identify areas for improvement and develop customized investment plans
  • Provide expert advice on investment products and services to help clients achieve their financial goals
  • Collaborate with internal teams to ensure seamless delivery of financial solutions to clients
  • Stay up-to-date on market trends and regulatory changes to ensure clients receive the best possible advice
Requirements
  • Currently holds FINRA Securities Industry Essentials (SIE) certification
  • 4+ years of progressive professional and/or military experience
  • Ability to obtain Series 7 and 66 licenses within allotted program time
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer
  • Opportunities for professional growth and development
  • Competitive compensation and benefits package
  • Collaborative and dynamic work environment
  • Access to cutting-edge technology and tools

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