Full-Time

Merrill Financial Solutions Advisor

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Compensation Overview

$75k - $85kAnnually

+ Incentive Plan

Junior, Mid

Seattle, WA, USA + 1 more

More locations: Kitsap County, WA, USA

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
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • 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
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Responsibilities
  • Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
  • Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
  • Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
  • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
  • Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
  • Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

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. Bank of America stands out from its competitors by being a leading wealth management firm and a major player in corporate and investment banking and trading. The goal of Bank of America is to help clients achieve their financial goals while managing their assets and investments effectively.

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital banking enhances customer satisfaction and reduces costs.
  • Growing interest in ESG investing attracts new clients and boosts reputation.
  • Fintech partnerships offer innovation and expansion opportunities for Bank of America.

What critics are saying

  • Increased competition in credit facilities may impact Bank of America's market share.
  • Alternative lending platforms could disrupt traditional banking models and loan syndication.
  • Companies raising capital through share sales may reduce demand for corporate lending.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • It serves approximately 56 million U.S. consumer and small business relationships.
  • The bank is a leader in wealth management and trading services.

Help us improve and share your feedback! Did you find this helpful?