Financial Solutions Advisor- New Mexico-el Paso Area

Bank of America Merrill Lynch

El Paso, Texas, United States
Not specified; not specified; not specified
Series 7 license required
Series 66 or 63/65 license required
One year investment industry experience
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must apply for and maintain SAFE Act registration, including passing a federal registry background check.
  • The position requires triaging client leads, building financial plans, and making referrals based on client needs and asset thresholds.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investment industry experience
  • Client financial planning skills
  • Brokerage product knowledge

Nice-to-have

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

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year in investments industry
  • Minimum one year in financial service/sales
  • SAFE Act registration compliance
  • Completion of required trainings within 60 days if conditional offer

Work Rights

Not specified

Tailored Resume

Cover Letter