Bank of America
Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market
Johnson City · Full-time · Posted Oct 7, 2026
- Experience
- 4+ years of progressive professional and/or military experience; 2+ years in the investments industry.
About the job
Develops client relationships in a Merrill branch, identifies affluent and high-net-worth clients’ financial goals, and learns to recommend investment strategies while building a book of business toward becoming an independent financial advisor.
What you'll do
- Review client financial goals and prepare tailored investment recommendations, with guidance from management.
- Build client relationships and a business network, promote portfolio growth, and connect clients to appropriate banking and investment solutions.
- Use available resources and technology to deliver accurate service and manage business risks.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE).
- 4+ years of progressive professional and/or military experience.
- 2+ years of experience in the investments industry.
- Ability to obtain Series 7 and 66 licenses within allotted program time.
Nice to have
- Bachelor's Degree, preferably in business-related field.
- Additional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC), or insurance licenses.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66
Model-written summary · the original posting is authoritative