Financial Advisor
1 month ago
About the Role
We are seeking a highly motivated and experienced Financial Advisor to join our Merrill Wealth Management team at Bank of America. As a Merrill Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.
Key Responsibilities
- Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Provide personalized investment advice and guidance to clients, including recommendations on investment products and services.
- Work closely with clients to understand their financial situations and develop tailored investment strategies to meet their needs.
- Stay up-to-date on market trends and economic conditions to provide informed investment advice to clients.
- Collaborate with other financial professionals to provide comprehensive financial solutions to clients.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
- Is a self-starter who efficiently manages time and capacity.
- Set and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
Desired Skills
- Proven ability to partner and promote lead generation.
- Experience balancing investment management, sales activities and new client development.
- Strong computer skills and the ability to multitask in a demanding environment.
- A bachelor's degree, preferably in business-related field.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained insurance licenses.
About Us
At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. We're committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe diversity makes us stronger and are dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
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