Not specified; not specified; competitive benefits...
**
Series 7 license required
Series 66 or 63/65 license
One year investments experience
**
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients, ensuring they meet their financial goals. The role requires relevant licenses, experience in the investments and financial services industries, and a collaborative spirit.
**
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 originations.
Bank of America offers competitive benefits supporting physical, emotional, and financial well-being in a diverse workplace.
Matching Summary
Match Score: 75
**
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients, ensuring they meet their financial goals. The role requires relevant licenses, experience in the investments and financial services industries, and a collaborative spirit.
**
Salary
Not specified; Not specified; Competitive benefits included
Skills & Requirements
Must-have
Series 7 license required
Series 66 or 63/65 license
One year investments experience
Client financial goal planning
Brokerage product recommendations
Nice-to-have
CFP or CRPC designation preferred
Insurance licenses obtained
Strong computer multitasking skills
Three years sales experience
Building strong client relationships
Key Requirements
Current Series 7 license
Series 66 (or 63/65) license
Minimum one year investments industry experience
Minimum one year financial service sales experience