Financial Solutions Advisor - Bilingual Spanish Series Required jobs at Bank Of America in United States, Jacksonville
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Company (1)
Job type
Job categories
Job title (1)
United States
State
Jacksonville
42 jobs found
07.02.2025
BOA
Bank Of America Merrill Financial Solutions Advisor - North Market United States, Florida, Jacksonville
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...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Focuses daily on service to sales with existing Merrill clients....
Provides clients with clear information and specific details on their retirement and benefit plans. Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders....
Further strengthen client relationships by anticipating needs, exceeding service expectations and following through on commitments. Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Focuses daily on service to sales with existing Merrill clients....
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done,...
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...
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