Merrill Financial Solutions Advisor - Sacramento Market jobs at Bank Of America in United States, Sacramento
Discover your perfect match with Expoint. Search for job opportunities as a Merrill Financial Solutions Advisor - Sacramento Market in United States, Sacramento and join the network of leading companies in the high tech industry, like Bank Of America. Sign up now and find your dream job with Expoint
Company (1)
Job type
Job categories
Job title (1)
United States
State
Sacramento
17 jobs found
09.09.2025
BOA
Bank Of America Advisor Development Program - Financial Solutions United States, California, Sacramento
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...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
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...
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...
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...
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...
Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies. Understands client solutions...
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...
Are you looking for a challenging and rewarding career in the tech industry? Consider the Merrill Financial Solutions Advisor role in the Sacramento Market at Bank of America.
The Financial Solutions Advisor serves as the face of Merrill to the client, providing comprehensive, tailored advice, service, and recommendations. You will use technology and your financial services expertise to develop relationships with clients involving banking, investments, trusts, and financial strategies.
As a Financial Solutions Advisor, you will have the opportunity to work with people from diverse backgrounds and cultures. The role requires great interpersonal skills, strong knowledge of financial products and services, and an aptitude for understanding customer’s needs. You will be working in a fast-paced environment with an agenda of helping customers with their goals.
Your responsibilities will include advising clients on all aspects of their financial needs, including investments, banking, retirement planning, trust planning, and estate planning. You will be able to perform video meetings with clients in order to build relationships and provide the advice and guidance they need. This role may also require you to market Bank of America investment products to prospective clients in order to introduce them to the financial services available at Bank of America.
At Bank of America, we believe in the power of technology to transform the financial advisory process. You will work with cutting-edge tools in order to deliver the highest level of customer service and provide premier financial advice.
If you are passionate about helping people solve their financial challenges and making a positive impact in your local community, the Merrill Financial Solutions Advisor role in the Sacramento Market at Bank of America could be the perfect fit for you.