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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the South Houston area to provide personalized financial advice and solutions to clients. The role requires strong experience in the investment and financial services industries, along with relevant licenses, and emphasizes a commitment to client relationships and achieving financial goals.
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Job Summary
This role provides 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.
The position involves triaging client leads, building financial plans with brokerage products, and mitigating risk in daily activities.
Matching Summary
Match Score: 75
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Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the South Houston area to provide personalized financial advice and solutions to clients. The role requires strong experience in the investment and financial services industries, along with relevant licenses, and emphasizes a commitment to client relationships and achieving financial goals.
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Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Series 7 and Series 66 licenses required
One year investments industry experience
Client financial goal planning
Nice-to-have
Bi-lingual Spanish speaking ability
Certified Financial Planner designation
Strong computer multitasking skills
Key Requirements
Current Series 7 & 66 (or 63/65) licenses
Minimum one year investment industry experience
Minimum one year sales or financial service experience
SAFE Act registration and background check clearance