Financial Solutions Advisor - Southern Virginia Market

Bank of America Merrill Lynch

Southern Virginia, United States
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 Southern Virginia market. The role involves providing tailored financial advice and solutions to clients while fostering an inclusive and supportive workplace culture

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 specific SAFE Act registration for mortgage loan provisions.
  • Bank of America is committed to an in-office culture with opportunities to learn, grow, and make an impact within an inclusive workplace.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Southern Virginia market. The role involves providing tailored financial advice and solutions to clients while fostering an inclusive and supportive workplace culture.

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations
  • Risk mitigation and control

Nice-to-have

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

Key Requirements

  • Currently holds Series 7 and 66 (or 63/65) licenses
  • Minimum one year experience in investments industry
  • Minimum one year experience in financial service or sales
  • SAFE Act registration and background check compliance
  • High School Diploma / GED or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter