Financial Solutions Advisor- West Charlotte Market
Bank of America Merrill Lynch
West Charlotte, North Carolina, United States
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Series 7 and 66 licenses required
One year investments industry experience
Client financial goal planning
This job posting is for a Financial Solutions Advisor at Bank of America Merrill Lynch in West Charlotte, NC. The role involves providing tailored financial advice and solutions to clients, requiring specific financial licenses and industry experience
Job Summary
The role provides 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.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance.
Matching Summary
Match Score: 85
This job posting is for a Financial Solutions Advisor at Bank of America Merrill Lynch in West Charlotte, NC. The role involves providing tailored financial advice and solutions to clients, requiring specific financial licenses and industry experience.