Merrill Financial Solutions Advisor - North Market jobs at Bank Of America in United States, Jacksonville
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Company (1)
Job type
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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. 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,...
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...
Success in the tech industry begins with having an expert financial advisor you can trust. At Bank of America, our Merrill Financial Solutions Advisor in North Jacksonville, FL provides clients with sophisticated financial solutions tailored to their needs.
Our financial solutions advisor team has access to the latest technology, insights, and data available, ensuring that every client gets the best advice possible. Our advisors have deep experience navigating the world of tech, enabling them to provide unique and valuable insight and solutions for even the most complex of financial situations.
From startups to multimillions, our North Jacksonville Merrill Advisors provide comprehensive advice for every client. From assistance with retirement planning and asset management, to estate and wealth planning and personalized banking and credit services, Merrill Financial Solutions Advisors are the go-to source for reliable and comprehensive financial advice.
At the North Jacksonville location, our advisors are focused on helping clients build a secure financial foundation for the future. Our goal is to help clients safeguard their money, protect their wealth, and plan for long-term financial security. Our advisors strive to provide clients with knowledge, tools, and resources to enjoy greater financial freedom and stability.
Are you interested in securing a financial foundation for the future? Merrill Financial Solutions Advisors can help. Tap into our expertise in tech, banking, and finance to get reliable financial advice tailored to your needs every step of the way. Join us at Bank of America-North Jacksonville and start making strides toward a brighter financial future.