Bank of America
Merrill Financial Solutions Advisor – Columbia, SC Office
Columbia · Full-time · Posted Jun 14, 2024
- Experience
- 4+ years of progressive professional and/or military experience.
About the job
Advises affluent and high-net-worth clients on financial goals, develops client relationships, and recommends investment strategies while training toward a Merrill Financial Advisor role.
What you'll do
- Review clients’ financial goals and recommend investment advisory strategies.
- Develop relationships with existing and prospective clients and support client acquisition.
- Connect clients with relevant banking, investment, and life-priority solutions.
What they ask for
- Currently holds SIE.
- 4+ years of progressive professional and/or military experience.
- Ability to obtain Series 7 & 66 licenses within allotted program time.
- Strong relationship-building, communication, time-management, and collaboration skills.
Nice to have
- Financial services or sales experience with goals met or exceeded.
- Bachelor’s degree, preferably in a business-related field; CFP or CRPC designations and insurance licenses are also desired.
Tools
SIE, Series 7, Series 66
Model-written summary · the original posting is authoritative