In-office with some flexibility based on role-specific considerations.
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Utah North Market to help clients achieve their financial goals through tailored advice and comprehensive solutions. The role requires a minimum of one year in the investment and financial services industry, along with specific licensing. The company promotes an inclusive culture and offers opportunities for professional growth
Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must build financial plans using brokerage products and recommend strategies aligned with client needs.
This position requires adherence to SAFE Act registration requirements for residential mortgage loan originations.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Utah North Market to help clients achieve their financial goals through tailored advice and comprehensive solutions. The role requires a minimum of one year in the investment and financial services industry, along with specific licensing. The company promotes an inclusive culture and offers opportunities for professional growth.