Merrill Financial Solutions Advisor - Houston Galleria Market jobs at Bank Of America in United States, Houston
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Houston
46 jobs found
22.11.2024
BOA
Bank Of America Relationship Banker - Houston Loop area United States, Texas, Houston
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...
Provides operational support for one or more activities within the lifecycle of a trade, including trade processing, trade settlement, accounting and reconciliation, lifecycle events, and collateral management. Provides simplified client...
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...
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...
Has Series 7 and 66,or is able to obtain any/all required licenses within a specified period of time. Has supervisory licenses of an 8 (or 9 and 10 combined) or...
Leverages consultative sales process and knowledge of healthcare, retail, restaurant, and business to business industries to identify clients' business needs. Recommends solutions that meet clients' needs with a focus on...
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...
Are you passionate about being a financial solutions advisor in the booming tech industry? Bank of America has an incredible opportunity in the Houston Galleria market in United States, Houston.
As a Merrill Financial Solutions advisor, you’ll have the responsibility of helping clients achieve their financial goals. You will leverage your in-depth knowledge of the latest digital solutions and technological developments to analyze client portfolios and devise strategies to meet their long-term financial objectives. You’ll also engage in developing relationships with clients and prospects, and evaluating their risk tolerance and financial strengths in order to recommend the right solutions.
You’ll use your expertise on the latest products, services and digital financial solutions to help clients make effective, informed decisions. Working with clients to understand their needs and preferences, you’ll review the latest banking trends and advancements to provide goal-oriented advice and excellent customer service.
Your goal is to help our clients identify, develop, handle and manage their wealth and investment portfolios to maximize their Return on Investment while pushing industry standards and growing our client base.
Are you ready to join one of the biggest names in the tech industry? Let Expoint be your gateway for this opportunity and start living your dream as a Merrill Financial Solutions Advisor with Bank of America in Houston.