Financial Solutions Advisor - Lakeland, Fl

Bank of America Merrill Lynch

Lakeland, FL, United States
Not specified; not specified; competitive benefits...
Not specified (assumed flexible based on company culture)
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 in Lakeland, FL, to provide customized financial advice and solutions to clients. The role requires a strong background in the financial services industry, effective communication skills, and the ability to build lasting client relationships

Job Summary

  • The 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 for mortgage originations.
  • 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 in Lakeland, FL, to provide customized financial advice and solutions to clients. The role requires a strong background in the financial services industry, effective communication skills, and the ability to build lasting client relationships.

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 language proficiency preferred
  • CFP or CRPC professional designation
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

  • Current Series 7 license
  • Series 66 (or 63/65) license within 60 days
  • Minimum one year in investments industry
  • Minimum one year in financial service sales
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter