Financial Solutions Advisor - Consumer Investments - Vero Beach Market

Bank of America Merrill Lynch

Vero Beach, Florida, United States
Not specified; not specified; competitive benefits...
Not specified
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 Solutions Advisor for the Vero Beach Market, responsible for providing customized financial advice and solutions to clients. The ideal candidate should have solid experience in the financial services industry, specifically within investments, and hold relevant licenses

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.
  • The position involves triaging client leads, making referrals based on asset thresholds, and building detailed financial plans with brokerage products.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Vero Beach Market, responsible for providing customized financial advice and solutions to clients. The ideal candidate should have solid experience in the financial services industry, specifically within investments, and hold relevant licenses.

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
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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