Financial Solutions Advisor - Skidaway Island

Bank of America Merrill Lynch

Skidaway Island, Georgia, United States
Not specified; not specified; not specified
In-office with 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 for its Skidaway Island location, responsible for providing tailored financial advice and solutions to clients. The role requires specific licenses and experience in the financial services industry, emphasizing relationship building and effective communication

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.
  • The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for its Skidaway Island location, responsible for providing tailored financial advice and solutions to clients. The role requires specific licenses and experience in the financial services industry, emphasizing relationship building and effective communication.

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 held
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter