Financial Services Consultant
1 month ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Financial Advisor with Bank of America, you will specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
The role involves providing tailored and personalized advice to clients through reviews and presentations, assessing financial goals and recommending investment advisory strategies. You will communicate solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions. Additionally, you will partner with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth.
Requirements- A minimum of two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- A minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Thorough and thoughtful incorporation of relevant regulatory due diligence into daily activities and long-term strategies for clients.
- Experience balancing investment management, sales activities, and new client development.
- Strong computer skills and the ability to multitask in a demanding environment.
As a Financial Advisor with Bank of America, you can expect a competitive salary range of $80,000 to $120,000 per annum, depending on your location and experience. In addition to a base salary, you may be eligible for bonuses and commissions based on your performance. Other benefits include access to professional development opportunities, flexible work arrangements, and a collaborative team environment.
We are looking for highly motivated and experienced professionals who are passionate about delivering exceptional client experiences. If you have a strong background in finance, excellent communication skills, and a commitment to excellence, we encourage you to apply for this exciting opportunity.
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