In-office with flexible attendance based on role-specific considerations.
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Southern Philly Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses, experience in the financial services industry, and strong relationship-building skills
Job Summary
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
The position involves triaging client leads, building financial plans with brokerage products, and recommending strategies aligned with client needs.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Southern Philly Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses, experience in the financial services industry, and strong relationship-building skills.