Bank of America
Merrill Financial Solutions Advisor (Partially Licensed) – Mid-Land Market
West Des Moines · Full-time · Posted Oct 1, 2026
- Experience
- 4+ years of progressive professional and/or military experience; 2+ years experience in investments industry.
- Education
- Bachelor's Degree, preferably in business-related field (desired).
About the job
Works with high-net-worth clients in a Merrill branch to understand financial goals, develop relationships, and recommend suitable investment and banking solutions while building a book of business.
What you'll do
- Learns to provide personalized advice through client reviews and presentations, and recommends investment strategies aligned with client goals.
- Shadows Financial Advisor teams, shares market developments and product information, and builds relationships to support portfolio growth and lead generation.
- Uses available technology and resources to serve clients accurately, manage risk, and develop a book of business through ongoing training.
What they ask for
- Currently holds FINRA Securities Industry Essentials (SIE).
- 4+ years of progressive professional and/or military experience.
- 2+ years experience in investments industry.
- Ability to obtain Series 7 and 66 licenses within allotted program time.
Nice to have
- Experience in financial services or goal-based sales; experience with lead generation and investment management.
- Bachelor's Degree, preferably in business-related field; additional designations such as CFP or CRPC, or insurance licenses.
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