In-office with flexibility based on role-specific considerations.
Series 7 and series 66 licenses
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Southeast Wisconsin market to provide tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses and experience in the financial services industry, with a strong focus on client engagement and goal achievement
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 for mortgage loan provisions.
Bank of America is committed to an in-office culture with specific attendance requirements while supporting teammate wellness and growth.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Southeast Wisconsin market to provide tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses and experience in the financial services industry, with a strong focus on client engagement and goal achievement.