Bank of America
Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market
Johnson City · Full-time · Posted Aug 20, 2026
- Experience
- 4+ years of progressive professional and/or military experience; 2+ years of experience in the investments industry.
- Education
- Bachelor's Degree preferred, preferably in business-related field.
About the job
Develops client relationships in a Merrill branch, assesses affluent and high-net-worth clients’ financial goals, and learns to recommend investment and banking solutions while building an advisory practice.
What you'll do
- Review client goals and present personalized investment advisory strategies with guidance from management.
- Build a client network and book of business through prospecting, referrals, and advisor-team collaboration.
- Use available resources and technology to serve clients accurately 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
- Financial-services or goal-based sales experience; strong computer skills and ability to multitask.
- Bachelor's Degree, preferably in business-related field; professional designations such as CFP or CRPC and/or insurance licenses.
Tools
FINRA Securities Industry Essentials (SIE), Series 7, Series 66
Model-written summary · the original posting is authoritative