Merrill Financial Solutions Advisor – Columbia, Sc Office

Bank of America (GHR)

Columbia, South Carolina, USA
Financial advising and guidance
Client relationship development
Investment recommendations
You'll advise and guide clients on how to achieve their financial goals, equipped with expertise to support them with personal investing tools and resources

Job Summary

  • You'll advise and guide clients on how to achieve their financial goals, equipped with expertise to support them with personal investing tools and resources.
  • The Merrill FSA role provides experienced professionals the opportunity to pursue a career within Merrill Wealth Management, with potential for growth and leadership opportunities.
  • We are committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers, believing diversity makes us stronger.

Matching Summary

You'll advise and guide clients on how to achieve their financial goals, equipped with expertise to support them with personal investing tools and resources.

Skills & Requirements

Must-have

  • Financial advising and guidance
  • Client relationship development
  • Investment recommendations
  • SAFE Act registration

Nice-to-have

  • Passion for people
  • Drive to make lives better
  • Self-starter
  • Collaborates effectively
  • Likes to learn

Key Requirements

  • SIE certification
  • 4+ years professional experience
  • Obtain Series 7 & 66 licenses
  • SAFE Act registration required

Work Rights

Not specified

Tailored Resume

Cover Letter