Financial Solutions Advisor- Broadlands South Financial Center

Bank of America Merrill Lynch

Broadlands South, VA, United States
Not specified; not specified; not specified
In-office (specific office-based attendance required)
Series 7 and series 66 licenses
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Broadlands South Financial Center. The role involves providing tailored financial advice to clients and requires relevant licenses and experience in the financial services industry

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 specific SAFE Act registration for mortgage loan provisions.
  • The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Broadlands South Financial Center. The role involves providing tailored financial advice to clients and requires relevant licenses and experience in the financial services industry.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Chartered Retirement Planning Counselor

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65 with 60-day completion)
  • Minimum one year in investments industry
  • Minimum one year in financial service or sales environment
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter