Financial Solutions Advisor

6 days ago


New Canaan, Connecticut, United States Bank of America Full time
Job Description

Merrill Financial Solutions Advisors work with high-net worth clients to identify their needs, develop relationships, and provide investment recommendations that align with their goals.

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 & 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

Benefits:

  • Formulaic incentive eligible
  • Industry-leading benefits
  • Paid time off
  • Resources and support to make a genuine impact and contribute to the sustainable growth of our business and the communities we serve

About Bank of America:

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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