In-office with flexibility based on role-specific considerations.
Series 7 and series 66 licenses
Investment industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Coastal Carolinas, responsible for providing tailored financial advice and solutions to clients. The position requires a minimum of one year of experience in the financial services industry, along with necessary securities licenses, and emphasizes the importance of client relationships and goal achievement
Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
Employees must apply for and maintain SAFE Act registration if responsible for residential mortgage loan originations.
The position requires building strong relationships with clients and collaborating effectively with internal service providers to meet asset thresholds.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Coastal Carolinas, responsible for providing tailored financial advice and solutions to clients. The position requires a minimum of one year of experience in the financial services industry, along with necessary securities licenses, and emphasizes the importance of client relationships and goal achievement.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 and Series 66 licenses
Investment industry experience
Client financial goal planning
Brokerage product recommendations
Risk mitigation and control
Nice-to-have
Certified Financial Planner designation
Chartered Retirement Planning Counselor
Insurance licenses
Strong computer multitasking skills
Coaching referral partners
Key Requirements
Series 7 license required
Series 66 license required (or 63/65 within 60 days)
Minimum one year investment industry experience
Minimum one year financial services or sales experience