Financial Solutions Advisor - Fishers Financial Center

Bank of America Merrill Lynch

Fishers, IN, United States
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Series 7 license required
Series 66 or 63/65 license
One year financial service experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Fishers Financial Center, responsible for providing clients with tailored financial advice and solutions. The ideal candidate will have relevant licenses, a background in finance or sales, and a commitment to client service

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must hold Series 7 and 66 (or 63/65) licenses and complete required trainings within 60 days if not already held.
  • This position may involve residential mortgage loans requiring SAFE Act registration and background checks.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for their Fishers Financial Center, responsible for providing clients with tailored financial advice and solutions. The ideal candidate will have relevant licenses, a background in finance or sales, and a commitment to client service.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license
  • One year financial service experience
  • Client relationship building
  • Sales goal achievement

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Strong computer multitasking skills
  • Insurance licenses
  • In-depth investment product knowledge

Key Requirements

  • Series 7 and 66 licenses
  • Minimum one year experience
  • SAFE Act registration eligibility
  • High School Diploma or GED

Work Rights

Not specified

Tailored Resume

Cover Letter