Merrill Financial Solutions Advisor - Charlotte & Associates Market

Bank of America; Charlotte (NC); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking passionate individuals to join their wealth management team as Financial Solutions Advisors. This entry-level role provides a pathway to a rewarding career in finance, offering training, mentorship, and opportunities for professional growth. Advisors will connect clients with tailored financial solutions and develop essential relationship management skills. With a focus on diversity and continuous development, this position promises a supportive workplace where you can thrive and make a meaningful impact on clients' financial lives.

Benefits

Training and mentorship

Professional development opportunities

Strong referral network

Effective marketing strategies

Qualifications

• 2+ years in financial services or sales with investment knowledge.
• Strong communication and relationship-building skills.

Responsibilities

• Advise clients on achieving financial goals and investment strategies.
• Develop relationships with affluent and high net worth clients.

Skills

Series 7 & 66 licenses

Financial services experience

Sales environment experience

Effective communication

Time management

Goal-oriented

Relationship building

Ability to navigate complexity

Willingness to learn

Education

Bachelor's degree in business

Tools

Investment management tools

Client relationship management software

Job description

Merrill Financial Solutions Advisor - Charlotte & Associates Market

Join to apply for the Merrill Financial Solutions Advisor - Charlotte & Associates Market role at Bank of America

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 America and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals and support them with personal investing tools and resources.

During this stage, the Merrill Financial Solutions Advisor (Merrill FSA) will receive training and guidance through a defined path to become a financial advisor. You will work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. This role helps develop relationship management skills necessary to operate in an Elite Growth Practice (EGP). Located in a Merrill branch, this position offers a pathway to a career within Merrill Wealth Management, with opportunities for growth after demonstrating success as an MFSA.

This position requires SAFE Act registration, including background checks and registration processes. Failure to maintain registration may result in termination.

We’ll help you

• Get training and mentorship from invested managers. Enroll in our Academy to develop as an advisor and grow your career.
• Build connections to expand your network and business, interacting with Merrill financial advisors, institutional retirement participants, and high net worth clients.
• Deliver advice confidently through client reviews and presentations, including financial goal reviews and investment strategies.
• Learn about the full suite of financial solutions, connecting clients to the best options for their needs.

As a Merrill FSA, you can look forward to

• A strong referral network for affluent and high net worth client acquisition.
• Effective marketing strategies to reach wider audiences.
• Ongoing professional development to deepen your skills.
• Potential for professional growth and leadership opportunities.

Our culture

• We’re committed to a welcoming workplace supporting career development for all employees.
• We value diversity to better serve our clients worldwide.
• We provide continuous training and development opportunities.
• We focus on advancing tools, technology, and client-first strategies.
• We support responsible growth and community involvement.

Required skills

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• At least two years in financial services or a sales environment, with investment knowledge.
• Self-starter with effective time management.
• Goal-oriented, relationship builder, and effective communicator.
• Ability to navigate complexity and work efficiently in a fast-paced environment.
• Willingness to learn and incorporate regulatory diligence.

Desired skills

• Proven lead generation and partnership skills.
• Experience in investment management and client development.
• Strong computer skills and multitasking ability.
• Bachelor’s degree, preferably in business.
• Additional professional designations like CFP or CRPC.
• Insurance licenses.

Shift and hours

1st shift (United States), 40 hours per week.

Employment details

• Entry level, full-time.
• Job functions include consulting, IT, and sales in the banking industry.