Financial Solutions Advisor - Bradenton Fl

Bank of America Merrill Lynch

Bradenton, Florida, United States
**
Series 7 license required
Series 66 or 63/65 license
Investment industry experience
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Bradenton, Florida, to provide tailored financial advice and solutions to clients, helping them achieve their financial goals. Candidates should have relevant licenses and at least one year of experience in the financial services industry, along with strong communication and relationship-building skills. **

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-related activities.
  • Bank of America offers a diverse and inclusive workplace with competitive benefits supporting physical, emotional, and financial well-being.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in Bradenton, Florida, to provide tailored financial advice and solutions to clients, helping them achieve their financial goals. Candidates should have relevant licenses and at least one year of experience in the financial services industry, along with strong communication and relationship-building skills. **

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • Investment industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Spanish language proficiency
  • CFP or CRPC designation
  • Insurance licenses
  • Strong computer multitasking skills
  • Relationship building capabilities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter