In-office with specific requirements for attendance and flexibility based on role-specific considerations.
Series 7 license required
Series 66 or 63/65 license required
One year investments industry experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients, emphasizing the importance of responsible growth and inclusivity in the workplace. The ideal candidate should possess specific industry licenses, relevant experience in financial services, and strong client relationship skills
Job Summary
The role is responsible for providing comprehensive advice and customized solutions to help clients achieve their financial goals.
Employees must complete required licenses and trainings, including SAFE Act registration, to remain in good standing.
The position involves triaging client leads, building financial plans with brokerage products, and mitigating risk in daily activities.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients, emphasizing the importance of responsible growth and inclusivity in the workplace. The ideal candidate should possess specific industry licenses, relevant experience in financial services, and strong client relationship skills.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 license required
Series 66 or 63/65 license required
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
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 and maintain SAFE Act registration
Passing score for missing series within 60 days if applicable