Financial Advisor

Complete dedicated classes and obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses Acquire, build, and manage client relationships Consider clients’ complex financial pictures and provide advice and solutions Provide holistic financial advice and guidance by identifying product and service solutions Apply investment and financial market knowledge to clients’ investment needs Align Merrill and Bank of America products and services where appropriate Work with affluent and high net worth clients Identify needs, develop relationships, review investment goals, and prepare investment recommendations Progress through defined training and development toward a Merrill Financial Advisor role Provide comprehensive advice and deliver client reviews and presentations Recommend strategies to help clients achieve financial goals and life priorities Manage a portfolio of clients and provide exceptional client care Collaborate with core banking and investment partners Connect clients with Bank of America and Merrill solutions Requirements Confidence working in a sales role Strong client relationships through effective communication and collaboration Proactive mindset and effective time management Results-driven mindset and prioritization of client interests Ability to identify appropriate client solutions through application of learnings and new information Relevant regulatory due diligence in daily activities and long-term client strategies Must obtain SIE within 60 days of being hired Must obtain Series 7 and Series 66 within 120 days of being hired; Series 63 and 65 accepted in lieu of Series 66 Series 7 and Series 66 required for the role SAFE Act registration, background check, and good standing required Ability to learn and adapt to new technology or applications Ability to execute multiple tasks simultaneously Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired qualification) Core Competencies Demonstrates expertise in providing holistic financial advice and managing client relationships, with a strong focus on aligning investment strategies with client goals. Proficient in navigating regulatory requirements and delivering exceptional client care in a sales-driven environment. Highest-signal resume keywords Securities Industry Essentials (SIE) Series 7 License Series 66 License Client Relationship Management Financial Market Knowledge ATS Optimization Keywords Hard Skills Investment Recommendations Financial Analysis Portfolio Management Regulatory Due Diligence Sales Strategy Soft Skills Effective Communication Proactive Mindset Time Management Collaboration Results-Driven Certifications & Qualifications Securities Industry Essentials (SIE) Series 7 License Series 66 License SAFE Act Registration Industry Keywords Financial Services Client Care Affluent Clients High Net Worth Clients Investment Solutions #J-18808-Ljbffr