Merrill Financial Solutions Advisor

3 days ago

Seattle, Washington, United States Bank of America Full time
Merrill Financial Solutions Advisor

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 providing personalized advice and guidance to high-net worth clients, helping them navigate the complexities of wealth management and achieve their long-term objectives.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, understanding their unique financial needs and goals.
  • Provide tailored investment advice and recommendations, leveraging the expertise of Merrill's investment professionals.
  • Collaborate with cross-functional teams to deliver comprehensive financial solutions, including banking, investment, and wealth management services.
  • Stay up-to-date on market trends and regulatory changes, ensuring clients receive the most informed and effective advice.

What We Offer:

  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • A comprehensive training program, equipping you with the skills and knowledge needed to succeed in this role.
  • A competitive compensation package, including a base salary and performance-based incentives.
  • The opportunity to work with a diverse range of clients, each with unique financial needs and goals.

Requirements:

  • Series 7 and 65 licenses (or equivalent).
  • Minimum 2 years of experience in the financial services industry, with a proven track record of success.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

Desired 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.

Shift: 1st shift (United States of America)
Hours Per Week: 40

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