Financial Solutions Advisor - East Charlotte

Bank of America Merrill Lynch

Charlotte, North Carolina, United States
Not specified; not specified; not specified
Series 7 and series 66 licenses required
One year investments industry experience
Client financial goal planning
The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

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 if responsible for residential mortgage loan originations.
  • The position requires triaging client leads, making referrals based on asset thresholds, and building detailed financial plans.

Matching Summary

The role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

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

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year investment experience
  • SAFE Act background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter