Financial Solutions Advisor - Columbia Metro

Bank of America Merrill Lynch

Columbia, United States
Not specified; not specified; not specified
In-office with specific attendance requirements.
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 Columbia, United States, to provide tailored financial advice and solutions to clients. The role includes client engagement, investment strategy recommendations, and achieving financial goals, while requiring specific licenses and experience in the financial services industry

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their short and long-term financial goals.
  • Employees must hold active Series 7 and Series 66 (or 63/65) licenses and complete required trainings within 60 days if not already possessed.
  • This position may involve residential mortgage loan originations requiring SAFE Act registration and a federal background check.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Columbia, United States, to provide tailored financial advice and solutions to clients. The role includes client engagement, investment strategy recommendations, and achieving financial goals, while requiring specific licenses and experience in the financial services industry.

Salary

Not specified; Not specified; Not specified

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

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Strong computer multitasking skills
  • Three years sales environment experience
  • Insurance licenses held

Key Requirements

  • Series 7 and Series 66 licenses
  • Minimum one year investments experience
  • Minimum one year financial service experience
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter