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 for the Mid-Cities DFW Area, focused on providing clients with tailored financial advice and solutions. The role requires a minimum of one year of experience in the investment or financial services industry, relevant licensing, and a strong commitment to client relationship management
Job Summary
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration.
Bank of America is committed to an in-office culture with specific attendance requirements while offering flexibility based on role considerations.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Mid-Cities DFW Area, focused on providing clients with tailored financial advice and solutions. The role requires a minimum of one year of experience in the investment or financial services industry, relevant licensing, and a strong commitment to client relationship management.
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
Certified Financial Planner designation
Chartered Retirement Planning Counselor
Insurance licenses obtained
Three years sales environment experience
Strong computer multitasking skills
Key Requirements
Current Series 7 license
Current Series 66 (or 63/65) license
Minimum one year investments experience
Minimum one year financial service sales experience