Market Financial Center Manager - Santa Monica jobs at Bank Of America in United States, Los Angeles
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Company (1)
Job type
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Job title (1)
United States
State
Los Angeles
51 jobs found
18.11.2024
BOA
Bank Of America Merrill Financial Solutions Advisor - Los Angeles Market United States, California, Los Angeles
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...
The ideal candidate is a self-motivated, client centric individual who has:. Series 7, 66, 9, 10 (or equivalent) Licenses required. Series 3, 31 licenses, if warranted. Proven ability to manage...
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...
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill. Managing the branch's Private Wealth Management Client Associates and Service Support Staff. Representing the...
Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. SAFE ACT Registration; ADV-2B Required. Obtain and/or maintain...
10 years of Retirement or Benefits experience; of which five or more years should be sales related. Required comprehensive knowledge of the retirement and/or employee benefits business and superior sales...
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...
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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