Financial Solutions Advisor - Tucson Area

Bank of America Merrill Lynch

Tucson, Arizona, United States
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch seeks a Financial Solutions Advisor in Tucson, Arizona, to provide customized financial advice and solutions to clients, helping them achieve their financial goals. The position requires relevant financial licenses, experience in the investment industry, and strong communication skills

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must build financial plans using brokerage products like stocks, bonds, and mutual funds while mitigating risk.
  • Bank of America is committed to an in-office culture with specific attendance requirements for this position.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch seeks a Financial Solutions Advisor in Tucson, Arizona, to provide customized financial advice and solutions to clients, helping them achieve their financial goals. The position requires relevant financial licenses, experience in the investment industry, and strong communication skills.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Bi-lingual Spanish speaking ability
  • Certified Financial Planner designation
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65 with condition)
  • Minimum one year investment industry experience
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

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