Financial Solutions Advisor - 76th And Good Hope Financial Center

Bank of America Merrill Lynch

Unknown, Unknown, United States
Not specified; not specified; not specified
In-office (specific requirements for attendance)
Series 7 license required
Series 66 or 63/65 license required
One year investments experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients, helping them achieve their financial goals. The role requires expertise in investment products and strong interpersonal skills to build client relationships while adhering to regulatory requirements

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must apply for and maintain SAFE Act registration if responsible for residential mortgage loan originations.
  • Bank of America is committed to an in-office culture with specific attendance requirements while supporting teammate wellness.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor to provide tailored financial advice and solutions to clients, helping them achieve their financial goals. The role requires expertise in investment products and strong interpersonal skills to build client relationships while adhering to regulatory requirements.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • One year investments experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

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

Key Requirements

  • Current Series 7 and 66 (or 63/65) licenses
  • Minimum one year investments industry experience
  • Minimum one year financial service or sales experience
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter