Merrill Financial Solutions Advisor

hace 7 días


Colombia Bank of America A tiempo completo

Company Overview

Merrill Financial Solutions Advisors at Bank of America play a crucial role in shaping clients' financial futures. As part of an Elite Growth Practice, you'll be responsible for developing and maintaining high-value client relationships, driving revenue growth, and leading a team of experienced advisors to achieve exceptional results.

Job Description

Key responsibilities include delivering personalized advice through in-depth client reviews, recommending tailored investment strategies, and connecting clients to innovative financial solutions that align with their goals and risk tolerance. You'll also have the opportunity to develop strong relationship management skills, navigate complex financial situations, and make informed decisions to drive business growth.

Estimated Salary Range: $120,000 - $180,000 per year, depending on experience and location.

Required Skills and Qualifications

To succeed in this role, you'll need a minimum of 4 years of progressive experience in the financial services industry, hold SIE licensure, and be eligible to obtain Series 7 & 66 licenses. Strong communication and interpersonal skills are essential, as well as the ability to work independently and as part of a collaborative team.

Benefits

Bank of America offers a comprehensive benefits package, including opportunities for professional growth and development, leadership training, and ongoing education. Our company values diversity, innovation, and customer satisfaction, and we're committed to creating a work environment that's inclusive, engaging, and supportive.



  • Colombia Bank of America A tiempo completo

    Merrill Financial Solutions Advisor – Columbia, SC Office Job Description: At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of...


  • Colombia Bank Of America A tiempo completo

    Job DescriptionMerrill, a leading wealth management division of Bank of America, is seeking experienced professionals to join our team as Merrill Financial Solutions Advisors. This role provides a unique opportunity for growth and development in the financial services industry.About the RoleWe are looking for ambitious and results-driven individuals who...


  • Colombia Bank of America A tiempo completo

    Merrill Financial Solutions Advisor RoleAbout the Role:This position offers a unique opportunity for experienced professionals to develop their skills and expertise in wealth management. As a Merrill Financial Solutions Advisor, you will provide clients with expert guidance on achieving their financial goals. This involves analyzing clients' financial...


  • Colombia Bank of America A tiempo completo

    Merrill Financial Solutions Advisor – Columbia, SC OfficeJob Overview:At Bank of America, we're committed to helping our clients achieve their financial goals. As a Merrill Financial Solutions Advisor, you'll play a key role in providing expert advice and guidance to affluent and high net worth clients. You'll work closely with clients to understand their...


  • Colombia Kestra Financial Independent Advisor A tiempo completo

    Job SummaryWe are seeking a highly skilled Investment Operations professional to join our team at Kestra Financial Independent Advisor. The successful candidate will be responsible for efficiently managing client relations, investment operations, and general office responsibilities.About the RoleThis is an exciting opportunity for a motivated individual to...


  • Colombia DIFC Limited. A tiempo completo

    Job DescriptionWe are seeking a highly motivated Institutional Sales Executive to drive our financial services solutions for regulated institutions in Colombia.About UsDIFC Limited is a fintech pioneer with decades of success, holding broker-dealer and capital markets services licenses in multiple jurisdictions through its subsidiaries. Our commitment to...


  • Colombia Guidant Financial A tiempo completo

    About Guidant FinancialGuidant Financial is a leading provider of innovative funding solutions for entrepreneurs and small businesses. Our mission is to empower entrepreneurs to realize their dreams and increase the number of people who succeed in small business.The Role:We are seeking an experienced Retirement Plan Specialist to join our team. As a key...

  • Sr. Financial Analyst

    hace 5 meses


    Colombia TalentoHCM A tiempo completo

    Senior Financial Analyst **Job Description**: Our Vision & Mission - Through Talento’s unique bundling of solutions, establish our best practice standards as the go to service model within the $500 billion staffing and recruiting industry. - Transform hiring managers expectations of recruiting partners, one customer at a time. - Earn the partnership of HR...

  • Financial Controller

    hace 6 meses


    Colombia ttg Talent Solutions A tiempo completo

    **JOB TITLE: Financial Controller** **LOCATION: Medellín, Colombia** **TYPE: In-office** **SCHEDULE: Monday to Friday, 7:30 am - 5:00 pm** **TYPE OF CONTRACT: Permanent** **PAY RATE: 10,800,000 - 11,300,000 **DESCRIPTION**: We are seeking a talented Financial Controller to join our team in Medellín. As the Financial Controller, you will play a crucial...


  • Colombia Consultoria Nivel 7 A tiempo completo

    At Consultoria Nivel 7, we're committed to empowering the global education community with innovative solutions for student and institutional success. Our mission is to leverage cutting-edge technology to drive financial excellence and accuracy.Dynamic Financial SolutionsWe're seeking a highly skilled Revenue Accounting Professional to join our team and drive...


  • Colombia Dataart Solutions, Inc A tiempo completo

    Are you looking for a challenging role in developing financial applications?DataArt Solutions, Inc is currently seeking a skilled Senior C++ Developer to join our team in Colombia. The ideal candidate will have a strong background in designing and implementing commercial applications with C++. Company Overview: Our client is a leading provider of financial...


  • Colombia ttg Talent Solutions A tiempo completo

    **Financial and Business Intelligence Manager (F&BI Manager)** **Location: El Poblado, Medellin - Colombia** **Overview**:ttg Talent Solutions, an international recruitment and consulting firm, seeks a Financial and Business Intelligence Manager. This role is pivotal in analyzing financial and operational data, aiding in budget development, and supporting...


  • Colombia Ll Oefentherapie A tiempo completo

    At Ll Oefentherapie, we are seeking a skilled Operations Associate Advisor to provide operational support to our Financial Advisors.About the RoleThe ideal candidate will have a strong background in business administration and excellent communication skills. The selected candidate will be responsible for providing operations, onboarding, reporting, and...

  • Business Solution Advisor

    hace 3 semanas


    Colombia Sap Se A tiempo completo

    Program OverviewSAP Academy for Customer Success is a world-class training program that develops our next-generation workforce by delivering an energizing and inspiring experience within a globally diverse environment. This dynamic 10-month program strengthens the foundation for a successful career at SAP.Job ResponsibilitiesWe are looking for a highly...

  • Financial Analyst Ii

    hace 6 meses


    Colombia ttg Talent Solutions A tiempo completo

    **Job Title**: Financial Analyst II **LOCATION**: Colombia **TYPE**: Remote **SCHEDULE**: Full time **TYPE OF CONTRACT**: Temp to perm. DESCRIPTION: Exciting opportunity for a Financial Analyst II in the telecommunications sector! We are seeking a dynamic professional from Colombia who can work remotely to join our team in the USA and contribute to our...

  • Finance Business Partner

    hace 3 semanas


    Colombia DAC Beachcroft LLP A tiempo completo

    Role OverviewThe Finance Business Partner will provide financial information, analysis, and support to the Business Services functions, working closely with stakeholders including Directors of Business Service Departments, the Chief Operating Officer (COO), the Chief Financial Officer (CFO), and senior members of the Finance Management team.Key...

  • Investment Operations

    hace 10 horas


    Colombia Kestra Financial Independent Advisor A tiempo completo

    The Investment Operations person has responsibility for the efficient and effective operations. This includes the managing of client relations, investment operations, and general office responsibilities. Essential Duties & Responsibilities : Client Responsibilities Record conversations and requests in SmartOffice Process distribution requests ...


  • Colombia Ellucian Company L.P. A tiempo completo

    Unlock Learning For AllWe are dedicated to helping higher education institutions empower student success by providing solutions that support the entire student lifecycle and deliver insights needed now and into the future. At Ellucian, we believe in humanizing our approach, recognizing that our people are our greatest strength.We are seeking a skilled...


  • Colombia FullStack Labs Inc. A tiempo completo

    FullStack Labs Inc. is a leading software consultancy in the Americas, dedicated to helping organizations build distributed software development teams and deliver transformational digital solutions.We prioritize hiring talented software designers and developers in a positive, respectful, and supportive work environment.Key highlights include:Offering...


  • Colombia Keep A tiempo completo

    About the Role:We're seeking a skilled Financial Controller to join our team at Keep, where you'll play a pivotal role in driving our financial success.In this role, you'll oversee all aspects of financial management, including budgeting, forecasting, and financial reporting. Your expertise will ensure accuracy, compliance, and efficiency, while shaping the...