Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Cincinnati, Ohio, to provide tailored financial advice and solutions for clients. The ideal candidate should possess relevant financial licenses, have experience in the investment and financial services industries, and demonstrate strong relationship-building skills
Job Summary
The role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration for mortgage activities.
Bank of America fosters an inclusive workplace culture committed to responsible growth and supporting teammate wellness.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Cincinnati, Ohio, to provide tailored financial advice and solutions for clients. The ideal candidate should possess relevant financial licenses, have experience in the investment and financial services industries, and demonstrate strong relationship-building skills.
Skills & Requirements
Must-have
Series 7 and Series 66 licenses required
Minimum one year investments industry experience
Experience in financial service sales environment
Nice-to-have
Certified Financial Planner (CFP) designation
Chartered Retirement Planning Counselor (CRPC)
Strong computer skills for multitasking
Three years of financial service experience
Key Requirements
Current Series 7 license
Current Series 66 license (or 63/65 with passing score within 60 days)
One year minimum experience in investments industry
One year minimum experience in financial service or sales