Full-Time

Merrill Financial Solutions Advisor

Posted on 4/27/2025

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

No salary listed

Mid

Denver, NC, USA + 3 more

More locations: Fort Mill, SC, USA | Charlotte, NC, USA | Huntersville, NC, USA

Located in a Merrill branch; requires in-person presence.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Requirements
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Responsibilities
  • Advise and guide clients on how to achieve their financial goals.
  • Identify needs, develop relationships, review investment goals, and prepare investment recommendations that align with the goals of both existing and prospective clients.
  • 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.
  • 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.
Desired Qualifications
  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • A bachelor’s degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Obtained insurance licenses.

Bank of America provides a wide range of financial services, including banking, investing, asset management, and risk management products. It caters to individuals, small and medium-sized businesses, and large corporations, serving around 56 million consumer and small business accounts in the U.S. The company's services include personal banking, credit cards, loans, and investment options. What sets Bank of America apart from its competitors is its extensive network and resources, making it a leader in wealth management and corporate investment banking. The goal of Bank of America is to help clients achieve their financial goals by offering comprehensive financial solutions tailored to their needs.

Company Size

10,001+

Company Stage

IPO

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Bank of America is investing heavily in digital banking solutions.
  • The company is committed to mobilizing $1 trillion for sustainable business initiatives by 2030.
  • Recent acquisitions in Angel One and Nuvama expand its investment portfolio.

What critics are saying

  • Increased competition from fintech companies in wealth management.
  • Potential overexposure to the volatile Indian market through significant investments.
  • Competitors increasing credit facilities could lead to higher borrowing costs.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • The company serves approximately 56 million U.S. consumer and small business relationships.
  • It is a pioneer in integrating AI-driven chatbots like Erica for customer service.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

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