Financial Solutions Advisor - Central Dfw

Bank of America Merrill Lynch

Dallas, Texas, United States
Not specified; not specified; competitive benefits...
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing.
  • The position offers opportunities to learn, grow, and make an impact while working with a diverse and inclusive team.

Matching Summary

This role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.

Salary

Not specified; Not specified; Competitive benefits offered

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

  • Spanish bilingual capability
  • CFP or CRPC professional designations
  • Insurance licenses held
  • Strong computer multitasking skills
  • Three years financial service experience

Key Requirements

  • Currently holds Series 7 & 66 (or 63/65) licenses
  • At least one year experience in investments industry
  • At least one year experience in financial service or sales environment
  • SAFE Act registration and background check compliance

Work Rights

Not specified

Tailored Resume

Cover Letter