Financial Solutions Advisor - Orchard Lake Road - Greater Michigan Market

Bank of America Merrill Lynch

Orchard Lake Road, Michigan, United States
Not specified; not specified; not specified
In-office
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for its Orchard Lake Road location in Michigan. The role involves providing personalized financial advice and solutions to clients, with an emphasis on building relationships and meeting financial goals

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 for mortgage loan provisions.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance while allowing flexibility based on role considerations.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for its Orchard Lake Road location in Michigan. The role involves providing personalized financial advice and solutions to clients, with an emphasis on building relationships and meeting financial goals.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning
  • Brokerage product recommendations
  • Risk mitigation and control

Nice-to-have

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

Key Requirements

  • Current Series 7 license
  • Current Series 66 license (or 63/65)
  • Minimum one year investments experience
  • Minimum one year financial service/sales experience
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter