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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in North Ft Lauderdale to provide personalized financial advice and solutions to clients. The role requires a solid background in the investments industry, effective communication skills, and the ability to build strong client relationships.
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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.
The position involves triaging client leads, building financial plans with brokerage products, and mitigating risk in daily activities.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in North Ft Lauderdale to provide personalized financial advice and solutions to clients. The role requires a solid background in the investments industry, effective communication skills, and the ability to build strong client relationships.
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Salary
Not specified; Not specified; Not specified
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