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Bank of America is seeking a Merrill Financial Solutions Advisor (partially licensed) for their Bloomington, IL location. The role involves building relationships with high-net-worth clients, providing tailored investment advice, and participating in an advisor development program.
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Job Summary
This role is responsible for working with high-net worth clients in a Merrill branch to identify needs and develop relationships.
The position involves leveraging technology to achieve business growth goals and building a sustainable book of business.
Employees are eligible for formulaic incentives based on performance against defined metrics and receive industry-leading benefits.
Matching Summary
Match Score: 75
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Bank of America is seeking a Merrill Financial Solutions Advisor (partially licensed) for their Bloomington, IL location. The role involves building relationships with high-net-worth clients, providing tailored investment advice, and participating in an advisor development program.
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Salary
Base: $36.06 - $40.87 hourly; Bonus/Equity: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off
Skills & Requirements
Must-have
4+ years professional experience
2+ years investments industry experience
Ability to obtain Series 7 and 66 licenses
Nice-to-have
Bachelor's degree in business field
Experience in financial service sales
Proven lead generation ability
Key Requirements
FINRA Securities Industry Essentials (SIE) license
Series 7 and 66 licenses within program time
SAFE Act registration for mortgage loan originations