Financial Solutions Advisor- Williamette Valley

Bank of America Merrill Lynch

In-office with flexibility
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the Williamette Valley to provide tailored financial advice and solutions to clients. The role emphasizes building client relationships, understanding financial goals, and recommending appropriate investment strategies

Job Summary

  • The role involves providing 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 originations.
  • The position requires triaging client leads, building financial plans with brokerage products, and mitigating risk in daily activities.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor in the Williamette Valley to provide tailored financial advice and solutions to clients. The role emphasizes building client relationships, understanding financial goals, and recommending appropriate investment strategies.

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Client financial goal planning

Nice-to-have

  • Certified Financial Planner designation
  • Insurance licenses obtained
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 & 66 (or 63/65) licenses
  • Minimum one year investment industry experience
  • Minimum one year financial service or sales experience
  • SAFE Act registration and background check compliance

Work Rights

Not specified

Tailored Resume

Cover Letter