Financial Solutions Advisor - Central Broward Market
Bank of America Merrill Lynch
Broward, Florida, United States
Not specified (assumed hybrid based on company culture).
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 for the Central Broward Market to provide tailored financial advice and solutions to clients. The role emphasizes building client relationships and requires specific financial industry licenses, experience, and a commitment to ongoing education
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.
The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Central Broward Market to provide tailored financial advice and solutions to clients. The role emphasizes building client relationships and requires specific financial industry licenses, experience, and a commitment to ongoing education.