Merrill Team Financial Advisor jobs at Bank Of America in United States, Cincinnati
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Cincinnati
9 jobs found
21.05.2025
USB
US Bank PWM Private Wealth Advisor Category Sales United States, Ohio, Cincinnati
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
Working for Bank of America as a Merrill Team Financial Advisor in the Tech Industry is an exceptional opportunity to provide clients with professional financial advice and services. We are seeking experienced advisors with the right skills and knowledge to help individuals and corporations reach their financial goals.
As a Merrill Team Financial Advisor at Bank of America, you will have the chance to work with clients in the United States, specifically in Cincinnati. You will get to take on leadership roles within the organization, helping to support team initiatives and train junior team members. Your responsibilities will include assisting clients in developing a financial strategy, suggesting investment options, monitoring client portfolio, and helping clients with any financial application issues they may have. You will also be responsible for providing clients with clear and concise answers to their financial questions. Furthermore, you will be expected to stay current with updates in the financial industry and related regulations.
At Bank of America, you will have the chance to foster strong relationships with clients and provide an excellent customer experience. Your efforts will be support by a range of products and services and a culture focused on personalizing advice and guidance. You will have access to the latest technology and resources to ensure the best possible result when advising clients. Finally, you will collaborate with other teams in the Bank to ensure the best course of action is taken to meet the needs of the clients.
If you are a highly motivated individual with the necessary experience and knowledge, this is the perfect job for you! Join Bank of America today and make a difference as a Merrill Team Financial Advisor in the Tech Industry in Cincinnati, Ohio.