Financial Solutions Advisor – Ocala/west Orlando Market

Bank of America Merrill Lynch

Ocala, Florida, United States
Not specified; not specified; competitive benefits...
**
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 Ocala and West Orlando markets, responsible for providing clients with tailored financial advice and solutions. The role emphasizes client relationship management, financial planning, and compliance with regulatory requirements, while the company promotes a diverse and inclusive workplace with opportunities for professional growth. **

Job Summary

  • The 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.
  • Bank of America offers a diverse and inclusive workplace with competitive benefits supporting physical, emotional, and financial well-being.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Ocala and West Orlando markets, responsible for providing clients with tailored financial advice and solutions. The role emphasizes client relationship management, financial planning, and compliance with regulatory requirements, while the company promotes a diverse and inclusive workplace with opportunities for professional growth. **

Salary

Not specified; Not specified; Competitive benefits included

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

  • Currently holds Series 7 & 66 (or 63 & 65) licenses
  • At least one year experience in investments industry
  • At least one year experience in financial service or sales
  • SAFE Act registration and background check compliance

Work Rights

Not specified

Tailored Resume

Cover Letter