Financial Solutions Advisor Ii- Consumer Investments-alpharetta Market

Bank of America Merrill Lynch

Alpharetta, Georgia, United States
**
Series 7 license required
Series 66 or 63/65 license
One year investments industry experience
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor II for their Alpharetta market, responsible for providing tailored financial advice to clients and helping them achieve their financial goals. The ideal candidate should have experience in the investment industry, hold relevant licenses, and demonstrate strong relationship-building and communication skills. **

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.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor II for their Alpharetta market, responsible for providing tailored financial advice to clients and helping them achieve their financial goals. The ideal candidate should have experience in the investment industry, hold relevant licenses, and demonstrate strong relationship-building and communication skills. **

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations

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

  • Currently holds Series 7 & 66 (or 63/65) licenses
  • At least one year experience in investments industry
  • At least one year experience in financial service or sales
  • Must obtain SAFE Act registration and pass background check

Work Rights

Not specified

Tailored Resume

Cover Letter