Financial Solutions Advisor - West Palm Beach Market
Bank of America Merrill Lynch
West Palm Beach, Florida, United States
Not specified; not specified; competitive benefits...
Not specified (assumed flexible environment based on company culture).
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 West Palm Beach market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will have a background in finance with relevant licenses and experience, and the position offers competitive benefits and a focus on professional development
Job Summary
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations if applicable.
The position involves building financial plans with brokerage products and recommending strategies that align with client needs.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the West Palm Beach market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate will have a background in finance with relevant licenses and experience, and the position offers competitive benefits and a focus on professional development.
Salary
Not specified; Not specified; Competitive benefits offered