Financial Solutions Advisor- Peachtree City

Bank of America Merrill Lynch

Peachtree City, Georgia, United States
Not specified; not specified; not specified
In-office with flexible considerations
Series 7 license required
Series 66 or 63/65 license
One year investments experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Peachtree City, Georgia, to provide tailored financial advice and solutions to clients. The ideal candidate should have relevant licenses, experience in the investment and financial services industry, and strong relationship-building skills

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.
  • The position requires working Monday through Fridays with rotating Saturdays in an in-office culture.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Peachtree City, Georgia, to provide tailored financial advice and solutions to clients. The ideal candidate should have relevant licenses, experience in the investment and financial services industry, and strong relationship-building skills.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • One year investments 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 experience

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • At least one year in investments industry
  • At least one year in financial service/sales
  • SAFE Act registration and background check
  • High School Diploma or GED equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter