Financial Solutions Advisor - New Albany State Street Financial Center

13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
Any Location, OH
Category Customer Service
Job Description
Financial Solutions Advisor at Bank of America. Provides comprehensive advice and customized solutions to clients to help them achieve their financial goals.

Requirements

  • Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses
  • Minimum of one year of experience in the investments industry
  • Minimum of one year of experience working in the financial service industry and/or a sales environment
  • Sets and accomplishes goals
  • Builds and nurtures strong relationships
  • Collaborates effectively with others
  • Communicates effectively and confidently
  • 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
  • Efficiently manages time and capacity
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Benefits

  • Generous Paid Time Off
  • 401k Matching
  • Retirement Plan
  • Relocation Assistance
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