Merrill Financial Solutions Advisor - Houston Market jobs at Bank Of America in United States, Houston
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Job type
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Job title (1)
United States
State
Houston
78 jobs found
07.04.2025
BOA
Bank Of America Merrill Financial Solutions Advisor Houston Galleria Market United States, Texas, Houston
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...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
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...
Leads the Client Process Management Process within the client team to identify new business development opportunities. Sources new clients in alignment with the bank's established risk appetite. Leads the client...
Sets and accomplishes goals, achieving whatever you put your mind to. Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. Communicates clearly and confidently...
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...
Are you looking to make an impact and provide financial solutions as a leader in the tech industry? Consider joining Bank of America’s Merrill Financial Solutions Advisor role in the Houston market.
In this role, you will be responsible for the acquisition of new business as you drive efforts to grow and expand client relationships through consultative selling and financial solutions expertise. This unique role combines consulting, advice, analysis and strategy to provide customized solutions to customers.
You will also develop working knowledge of the technology and customers’ industry segment, provide thought leadership and build differentiated programs that meet customers’ needs. Furthermore, you will identify new business opportunities by identifying, researching and networking with clients in the tech industry.
Your success in this role will require outstanding leadership and advisory skills, superior attention to detail, and the ability to build relationships and collaborate with team members. You must also have exceptional knowledge of the technological and financial solutions industries, as well as the ability to utilize the latest technological tools and analytics to identify, create, develop and present financial solutions options.
Working with Bank of America and the Merrill Financial Solutions team provides an interesting, challenging and rewarding opportunity for you to join in the excellent work being accomplished by this leading global financial institution. If you’re ready to take on this unique role, consider joining us now.