Senior Financial Solutions Advisor
hace 2 semanas
About Bank of America
At Bank of America, we're driven by a shared purpose to help make financial lives better. We strive to create an environment where every employee has the opportunity to achieve their goals.
Job Summary
We're seeking a skilled Senior Financial Solutions Advisor to join our industry-leading wealth management team. As a key member of our team, you will advise and guide clients on how to achieve their financial goals, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
About the Role
This role provides experienced professionals the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success, you typically will progress into the next stage of training. This position is subject to SAFE Act registration requirements.
Responsibilities
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
- Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
- Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours.
Requirements
- Currently holds SIE.
- 4+ years of progressive professional and/or military experience.
- Ability to obtain Series 7 & 66 licenses within allotted program time.
- Is a self-starter who efficiently manages time and capacity.
- Sets and accomplishes goals, achieving whatever you put your mind to.
Benefits
- Strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
- Marketing strategies to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
Compensation
Estimated salary: $80,000 - $120,000 per year, depending on experience.
We offer a competitive compensation package, including bonuses and benefits. We also provide continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
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