Financial Solutions Advisor - Sarasota South Market

Bank of America Merrill Lynch

Sarasota, Florida, United States
Not specified; not specified; competitive benefits...
Not specified (potentially flexible based on company culture)
Series 7 license required
Series 66 or 63/65 license
Investment industry experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Sarasota South Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should have experience in the financial services sector, relevant licenses, and strong 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: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Sarasota South Market, responsible for providing tailored financial advice and solutions to clients. The ideal candidate should have experience in the financial services sector, relevant licenses, and strong relationship-building skills.

Salary

Not specified; Not specified; Competitive benefits offered

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

  • CFP or CRPC designation preferred
  • Insurance licenses held
  • Strong computer multitasking skills
  • Relationship building capabilities
  • Adaptability to new information

Key Requirements

  • Series 7 & 66 (or 63/65) licenses
  • One year investments industry experience
  • One year financial service sales experience
  • SAFE Act registration compliance
  • Passing score within 60 days if missing Series 66

Work Rights

Not specified

Tailored Resume

Cover Letter