Strategic Financial Solutions Advisor

Merrill; Liberty Township (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Bank of America is seeking a licensed Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage client leads, refer to partners, meet with clients to review goals, and build detailed financial plans leveraging brokerage products.

The role requires Series 7/66 licenses, at least one year in investments and financial services, strong relationship skills, and a commitment to regulatory due diligence.

Qualifications

• Must hold Series 7 and 66 licenses (or 63/65 in lieu)
• Minimum of one year of experience in the investments industry
• Minimum of one year in financial services or sales with goals met
• Builds and nurtures strong client relationships
• Works Monday–Friday with rotating Saturdays
• Incorporates regulatory due diligence into daily activities

Responsibilities

• Works with clients to plan financial goals by building a financial plan with brokerage products
• Recommends banking and investment strategies aligned with client goals
• Triages client requests and refers to internal service providers based on needs
• Mitigates and controls risk as part of daily activities
• Identifies potential new clients through referrals or existing clientele
• Provides coaching to referral partners based on client needs

Skills

Series 7 licenses

Series 66 licenses

Investment knowledge

Sales experience

Client relationships

Regulatory due diligence

Job description

Bank of America is seeking a licensed Financial Advisor to provide comprehensive advice and customized solutions to clients, helping them achieve financial goals. You will triage client leads, refer to partners, meet with clients to review goals, and build detailed financial plans leveraging brokerage products.

The role requires Series 7/66 licenses, at least one year in investments and financial services, strong relationship skills, and a commitment to regulatory due diligence.