Finra securities industry essentials (sie) license
4+ years progressive professional experience
2+ years investments industry experience
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Bank of America is seeking a Merrill Financial Solutions Advisor for its Southern Connecticut Market. This role involves working with high-net-worth clients to identify their financial needs and develop tailored investment recommendations, all while fostering relationships within a supportive and diverse company culture.
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Job Summary
This role involves working with high-net worth clients in a Merrill branch to identify needs, develop relationships, and prepare investment recommendations aligned with client goals.
The position offers an Advisor Development Program journey providing training, mentorship, and a defined path to become a successful independent financial advisor.
Employees are eligible for a formulaic incentive plan based on performance against defined metrics and receive industry-leading benefits including paid time off.
Matching Summary
Match Score: 75
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Bank of America is seeking a Merrill Financial Solutions Advisor for its Southern Connecticut Market. This role involves working with high-net-worth clients to identify their financial needs and develop tailored investment recommendations, all while fostering relationships within a supportive and diverse company culture.
**
Salary
Base: $36.06 - $40.87 hourly; Bonus/Equity: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
FINRA Securities Industry Essentials (SIE) license
4+ years progressive professional experience
2+ years investments industry experience
Ability to obtain Series 7 and 66 licenses
Client relationship management skills
Investment goal review capabilities
Nice-to-have
Bachelor's degree in business-related field
Certified Financial Planner (CFP) designation
Chartered Retirement Planning Counselor (CRPC)
Experience in sales environment with goals met
Strong computer and multitasking skills
Proven lead generation partnership ability
Key Requirements
Current FINRA SIE license required
4+ years of professional or military experience
2+ years in investments industry
Must obtain Series 7 and 66 licenses within program time
SAFE Act registration and background check compliance