Merrill Financial Solutions Advisor – Columbia, Sc Office

Bank of America Merrill Lynch

Columbia, SC, United States
Not specified; not specified; not specified
Not specified (assumed to be in-office based on the nature of the role)
Currently holds sie license
4+ years professional experience
Ability to obtain series 7 & 66 licenses
Bank of America Merrill Lynch is seeking a Merrill Financial Solutions Advisor in Columbia, SC, to join their wealth management team. The role involves advising clients on financial goals while receiving training and mentorship to grow as a financial advisor

Job Summary

  • The role provides a defined path to thrive as a Merrill Financial Advisor through training and mentorship.
  • You will work with affluent and high net worth clients to identify needs and develop investment recommendations.
  • Employees receive ongoing professional development, marketing strategies, and access to a strong referral network.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Merrill Financial Solutions Advisor in Columbia, SC, to join their wealth management team. The role involves advising clients on financial goals while receiving training and mentorship to grow as a financial advisor.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Currently holds SIE license
  • 4+ years professional experience
  • Ability to obtain Series 7 & 66 licenses
  • Self-starter with time management skills
  • Strong relationship building abilities

Nice-to-have

  • Experience in financial service industry
  • Bachelor's degree in business field
  • Proven lead generation partnership
  • Additional professional designations like CFP
  • Insurance licenses obtained

Key Requirements

  • SIE license required
  • Series 7 & 66 licenses within program time
  • 4+ years progressive experience
  • SAFE Act registration compliance
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

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