Financial Solutions Advisor - Ft Myers-naples Market

Bank of America Merrill Lynch

Ft Myers, Florida, United States
Not specified; not specified; competitive benefits...
Not specified
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 Ft Myers-Naples market to provide tailored financial advice and solutions to clients. The role requires strong communication and relationship-building skills, along with relevant industry licenses and experience

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 competitive benefits to support physical, emotional, and financial well-being while fostering a diverse workplace.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Ft Myers-Naples market to provide tailored financial advice and solutions to clients. The role requires strong communication and relationship-building skills, along with relevant industry licenses and experience.

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

  • Current Series 7 license
  • Series 66 (or 63/65) license
  • Minimum one year in investments
  • Minimum one year in financial service sales
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter