Financial Solutions Advisor - Austin Area

Bank of America Merrill Lynch

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 required
One year investments industry experience
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the Austin area to provide customized financial advice and solutions to clients. The role requires financial industry experience, specific licenses, and a strong ability to build client relationships while achieving sales goals

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees must apply for and maintain SAFE Act registration, including passing a federal background check.
  • The position requires triaging client leads, building financial plans with brokerage products, and mitigating risk in daily activities.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the Austin area to provide customized financial advice and solutions to clients. The role requires financial industry experience, specific licenses, and a strong ability to build client relationships while achieving sales goals.

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 industry experience
  • Client financial goal planning
  • Brokerage product recommendations

Nice-to-have

  • Bi-lingual Spanish speaking ability
  • Certified Financial Planner designation
  • Strong computer multitasking skills
  • Insurance licenses held
  • Three years sales environment experience

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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