Bank of America
Merrill Financial Solutions Advisor (Partially Licensed) - Blue Ridge Market
High Point · Full-time · Posted Sep 24, 2026
- Experience
- 4+ years of progressive professional and/or military experience; 2+ years of experience in the investments industry.
About the job
Develops client relationships and investment recommendations for affluent and high-net-worth clients while training to build a financial-advisory practice in a Merrill branch.
What you'll do
- Review clients’ financial goals and recommend investment advisory strategies tailored to their needs.
- Build a network and book of business through client engagement, referrals, and business development.
- Use available resources and technology to deliver accurate client service and manage risk.
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
- Experience in financial services and/or a sales environment with goals met or exceeded.
- Bachelor's Degree, preferably in business-related field; additional professional designations and insurance licenses are also desired.
Model-written summary · the original posting is authoritative