Financial Solutions Advisor - Scottsdale Area

Bank of America Merrill Lynch

Scottsdale, Arizona, United States
Not specified; not specified; not specified
In-office
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 Scottsdale area, responsible for providing tailored financial advice and solutions to clients. The role requires relevant licenses, experience in the financial services industry, and a focus on building client relationships to help achieve their financial goals

Job Summary

  • The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must apply for and maintain SAFE Act registration, which includes a federal background check and registry compliance.
  • The position requires triaging client leads, building financial plans, and making referrals based on client needs and asset thresholds.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor for the Scottsdale area, responsible for providing tailored financial advice and solutions to clients. The role requires relevant licenses, experience in the financial services industry, and a focus on building client relationships to help achieve their 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

  • Bi-lingual Spanish speaking
  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills

Key Requirements

  • Currently holds Series 7 & 66 (or 63/65) licenses
  • At least one year experience in investments industry
  • At least one year experience in financial service sales
  • Must obtain passing score for missing series within 60 days if applicable
  • Must complete SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter