Merrill Financial Solutions Advisor

3 weeks ago


Washington DC USA, United States Bank of America Full time

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.



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