Full-Time

Merrill Financial Solutions Advisor

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking, investment, and asset management services

No salary listed

Mid

Mt Pleasant, SC, USA + 5 more

More locations: Metter, GA, USA | Hilton Head Island, SC, USA | Kings Bay Base, GA, USA | Savannah, GA, USA | Beaufort, SC, 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.
  • 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.
  • Build connections to grow your network and business.
  • Develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
  • Market yourself and manage your own practice.
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 to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. One of its key strengths is its position as a leading wealth management firm, as well as its prominence in corporate and investment banking and trading. Unlike many of its competitors, Bank of America combines a vast network of services with a strong focus on both personal and corporate financial needs. The company's goal is to help clients achieve their financial objectives through comprehensive and accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital banking boosts Bank of America's online service offerings.
  • Interest in sustainable finance aligns with Bank of America's green investment opportunities.
  • Fintech partnerships enhance Bank of America's customer experience and technological capabilities.

What critics are saying

  • Increased competition in credit facilities may tighten Bank of America's profit margins.
  • Large-scale capital raises by companies could pressure Bank of America to offer better terms.
  • Innovative financial products by competitors may require Bank of America to adapt quickly.

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 pioneer in wealth management and risk management services.

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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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