Merrill Financial Solutions Advisor
3 weeks ago
Job Description:
Merrill Financial Solutions Advisors work with high-net-worth clients to identify their financial needs and develop tailored investment strategies. This role is responsible for building relationships, reviewing investment goals, and preparing recommendations that align with clients' objectives.
Key Responsibilities:
- Leverage technology to achieve business growth goals
- Profile clients to determine their 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
- Minimum of one year experience in the investments industry
Benefits:
- Competitive salary
- Formulaic incentive plan
- Benefits package
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.
-
Merrill Financial Solutions Advisor
3 weeks ago
Washington, Washington, D.C., United States Bank of America Full timeJob Description:At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and investment solutions. As a Merrill Financial Solutions Advisor, you will work with high-net-worth clients to identify their financial needs and develop tailored investment strategies to meet their objectives.Key...
-
Merrill Financial Solutions Advisor
3 weeks ago
Washington, Washington, D.C., United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Merrill Financial Solutions Advisor
4 weeks ago
Mt Laurel Township, NJ, USA, United States Bank of America Full timeJob Title: Merrill Financial Solutions AdvisorMerrill Financial Solutions Advisors work with high-net worth clients to identify their financial goals and develop personalized investment strategies to help them achieve those goals.Key Responsibilities:Develop and maintain relationships with clients to understand their financial goals and objectivesConduct...
-
Merrill Financial Solutions Advisor
3 weeks ago
Washington, Washington, D.C., United States Bank of America Full timeAbout 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...
-
Merrill Financial Solutions Advisor
4 weeks ago
St. Louis, MO, USA, United States Bank of America Full timeMerrill Financial Solutions AdvisorJoin our team of experienced financial professionals at Bank of America and take the first step towards a rewarding career in wealth management. As a Merrill Financial Solutions Advisor, you will be responsible for providing personalized financial advice to high-net-worth clients, helping them achieve their financial goals...
-
Financial Solutions Advisor
4 weeks ago
Alpharetta, GA, USA, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.We are seeking...
-
Senior Sales Account Manager
1 week ago
Washington, United States Toppan Merrill LLC Full timeToppan Merrill is the best-in-class partner for complex, secure communications that delivers premier technology-driven solutions to more efficiently and accurately communicate mission-critical content.Toppan Merrill is built on what today's clients demand and tomorrow's clients require - a responsive partnership, rooted in deep market expertise, modern agile...
-
Financial Solutions Advisor
4 weeks ago
Pittsburgh, PA , USA, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.We are seeking a Financial Solutions Advisor to join our team...
-
Financial Solutions Advisor
4 weeks ago
Hillsborough Township, NJ, USA, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.Key Responsibilities:Provide comprehensive financial planning and investment guidance to clientsDevelop and implement tailored financial plans to meet clients' unique needs and...
-
Senior Wealth Advisor
3 weeks ago
Washington, DC , USA, United States Citigroup Inc Full timeJob SummaryCitigroup Inc is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.You will have access to our leading investment solutions platform, which allows us to deliver...
-
Senior Financial Advisor
3 weeks ago
Washington, Washington, D.C., United States Edelman Financial Engines Full timeWe are seeking a skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.Responsibilities:Provide outstanding financial advice and guidance to clientsEvaluate client situations and...
-
Feasterville-Trevose, PA , USA, United States Bank of America Full timeFinancial Solutions Advisor Stage IAt Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we're looking to provide care and guidance for...
-
Senior Investment Advisor
3 weeks ago
Washington, DC , USA, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a Senior Investment Advisor, you will be responsible for managing accounts in accordance with investment objectives developed with clients. You will provide specialized advice on planned giving, analyze program health and strategies, and...
-
Financial Solutions Advisor
4 weeks ago
Elkins Park, PA , USA, United States Bank of America Full timeJob Title: Financial Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and customized solutions.This role is responsible for providing comprehensive financial planning and investment advice to clients, helping them navigate complex financial decisions and achieve their...
-
Lead Financial Advisor
4 weeks ago
Tacoma, WA , USA, United States Puget Sound Financial Strategies Full timeLead Financial Advisor OpportunityPuget Sound Financial Strategies is seeking a highly motivated and experienced Lead Financial Advisor to join our team in Tacoma, WA.Key Responsibilities:Develop and implement customized financial plans for clientsAssist clients with annuities, life, long-term care, and managed moneyProvide financial planning advice on...
-
Senior Financial Analyst
3 weeks ago
Washington, DC , USA, United States Office of the Chief Financial Officer Full timeGovernment of the District of ColumbiaOffice of the Chief Financial Officer (OCFO)Senior Accountant$103, $133,559.00The Office of the Chief Financial Officer (OCFO) is seeking a Senior Accountant to enhance the fiscal and financial stability, accountability, and integrity of the Government of the District of Columbia. This position is located in the Office...
-
Financial Advisor
3 weeks ago
Washington, Washington, D.C., United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens Financial Group, Inc. is seeking a skilled Financial Advisor to join our team in Washington, DC. As a key member of our Private Client Financial Advisory team, you will be responsible for providing personalized wealth management services to high net worth individuals and families.Key ResponsibilitiesDevelop and implement comprehensive...
-
Associate Financial Advisor
2 weeks ago
Washington, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
2 weeks ago
Washington, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...
-
Associate Financial Advisor
1 week ago
Washington, United States Edward Jones Full timeClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...