Financial Solutions Advisor - Louisville Market

Bank of America Merrill Lynch

Louisville, Kentucky, United States
Not specified; not specified; not specified
Series 7 license required
Series 66 or 63/65 license required
One year investments experience
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage loan provisions.
  • The position requires triaging client leads, building financial plans with brokerage products, and mitigating risk in daily activities.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.

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 experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter