In-office with flexible considerations based on role-specific requirements.
Series 7 and 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Eastern Shore/Salisbury Area Market, responsible for providing tailored financial advice and solutions to clients. The role emphasizes building financial plans, meeting clients' investment goals, and requires specific licenses, making it suitable for someone with a solid background in financial services
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 SAFE Act registration.
This position offers a formulaic incentive plan based on performance against defined metrics alongside industry-leading benefits.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Eastern Shore/Salisbury Area Market, responsible for providing tailored financial advice and solutions to clients. The role emphasizes building financial plans, meeting clients' investment goals, and requires specific licenses, making it suitable for someone with a solid background in financial services.
Salary
Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off