Financial Solution Advisor - South Miami

Bank of America Merrill Lynch

South Miami, United States
Not specified; not specified; competitive benefits...
Not specified (potentially hybrid or flexible).
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 Solution Advisor in South Miami to provide tailored financial advice and solutions to clients. The role emphasizes a commitment to growth, diversity, and flexibility in the workplace while requiring relevant financial licenses and industry experience

Job Summary

  • This 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, building financial plans with brokerage products, and recommending strategies that align with client needs.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solution Advisor in South Miami to provide tailored financial advice and solutions to clients. The role emphasizes a commitment to growth, diversity, and flexibility in the workplace while requiring relevant financial licenses and industry experience.

Salary

Not specified; Not specified; Competitive benefits offered

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

Key Requirements

  • Currently holds Series 7 & 66 (or 63 & 65) licenses
  • At least one year experience in investments industry
  • At least one year experience in financial service or sales environment
  • SAFE Act registration and background check compliance

Work Rights

Not specified

Tailored Resume

Cover Letter