Financial Solutions Advisor - Parkway Town Center

Bank of America Merrill Lynch

Parkway Town Center, United States
Not specified; not specified; not specified
**
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide clients with tailored financial advice and solutions, focusing on achieving their financial goals. The ideal candidate should have at least one year of experience in investments and financial services, hold relevant licenses, and demonstrate strong interpersonal skills. **

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 involves triaging client leads, building financial plans with brokerage products, and recommending strategies aligned with client needs.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide clients with tailored financial advice and solutions, focusing on achieving their financial goals. The ideal candidate should have at least one year of experience in investments and financial services, hold relevant licenses, and demonstrate strong interpersonal skills. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations
  • Risk mitigation and control

Nice-to-have

  • Strong computer skills for multitasking
  • Three years financial service experience
  • Certified Financial Planner designation
  • Insurance licenses held
  • Coaching referral partners

Key Requirements

  • Currently holds Series 7 & 66 licenses
  • At least one year investment industry experience
  • At least one year sales environment experience
  • SAFE Act registration and background check
  • Ability to meet or exceed sales goals

Work Rights

Not specified

Tailored Resume

Cover Letter