In-office with some 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 Greensboro area to provide tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses and experience in the investment or financial services industry, and the role emphasizes a commitment to client relationships and achieving financial goals
Job Summary
The role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
Employees must apply and expand knowledge by completing required licenses and trainings, including SAFE Act registration requirements.
The position involves triaging client leads, making referrals to business partners, and building financial plans with brokerage products.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the Greensboro area to provide tailored financial advice and solutions to clients. The ideal candidate should possess relevant licenses and experience in the investment or financial services industry, and the role emphasizes a commitment to client relationships and achieving financial 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
Certified Financial Planner designation
Chartered Retirement Planning Counselor
Insurance licenses held
Strong computer multitasking skills
Three years sales environment experience
Key Requirements
Current Series 7 license
Series 66 (or 63/65) license
Minimum one year investments experience
Minimum one year financial service/sales experience