Bank of America
Merrill Financial Solutions Advisor (Partially Licensed)- Louisiana Market
New Orleans +2 · Full-time · Posted Sep 1, 2026
- Location
- New Orleans
Baton Rouge
Lafayette - Experience
- 4+ years of progressive professional and/or military experience; 2+ years of experience in the investments industry.
- Education
- Bachelor's Degree preferred; no required education stated.
About the job
Develops client relationships and investment recommendations for affluent and high-net-worth clients while training to build a book of business and progress toward an independent financial advisor role.
What you'll do
- Reviews clients’ financial goals and presents tailored investment advisory strategies and solutions.
- Builds a network and sustainable book of business through client development, referrals, and advisor-team collaboration.
- Uses available resources and technology to serve clients accurately and manage business and transaction 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 or a goal-based sales environment.
- Bachelor's Degree, preferably in business-related field; CFP, CRPC, or insurance licenses are also desired.
Model-written summary · the original posting is authoritative