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Merrill Financial Solutions Advisor - Seattle Cascades Market jobs at Bank Of America in United States, Seattle

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United States
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Seattle
13 jobs found
23.06.2024
BOA

Bank Of America Merrill Financial Solutions Advisor - Seattle Cascades Marke... United States, Washington, Seattle

24.07.2024
BOA

Bank Of America Merrill Financial Solutions Advisor - Seattle Cascades Marke... United States, Washington, Seattle

Limitless High-tech career opportunities - Expoint
Description:
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...
Full job details
16.09.2024
BOA

Bank Of America Financial Solutions Advisor Stage - Registration United States, Washington, Seattle

Limitless High-tech career opportunities - Expoint
Description:
from Academy managers who are invested in your success. by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. (63 & 65 accepted, in...
Full job details
23.06.2024
BOA

Bank Of America Financial Solutions Advisor Stage - Registration United States, Washington, Seattle

Limitless High-tech career opportunities - Expoint
Description:
from Academy managers who are invested in your success. by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. (63 & 65 accepted, in...
Full job details
18.07.2024
BOA

Bank Of America Financial Solutions Advisor Stage - Registration United States, Washington, Seattle

Limitless High-tech career opportunities - Expoint
Description:
from Academy managers who are invested in your success. by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. (63 & 65 accepted, in...
Full job details
24.07.2024
BOA

Bank Of America Financial Solutions Advisor Stage - Registration United States, Washington, Seattle

Limitless High-tech career opportunities - Expoint
Description:
from Academy managers who are invested in your success. by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions. (63 & 65 accepted, in...
Full job details
02.07.2024
BOA

Bank Of America Advisor Development Program - Financial Solutions United States, Washington, Seattle

Limitless High-tech career opportunities - Expoint
Description:
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...
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At Bank of America, Seattle Cascades Market, our Merrill Financial Solutions Advisors are responsible for providing comprehensive wealth management services to high-net-worth clients and their families. Our advisors are highly dedicated to helping our clients meet their long-term financial goals. The Merrill Financial Solutions Advisor role within Bank of America, Seattle Cascades Market includes providing guidance on a complete range of wealth management services including portfolio management and customized investments across a range of areas including retirement, education, and estate planning. Our Financial Solutions Advisors develop and implement strategic financial plans that are tailored to meet each client's specific needs. Our Merrill Financial Solutions Advisors use their technical skills and expertise in the financial services industry to provide advice on a wide variety of topics including, but not limited to, retirement planning, investments, taxes, estate planning, insurance and philanthropy. This position requires an advanced level of knowledge in the financial and investment services industry. The ideal candidate for this role at Bank of America, Seattle Cascades Market should be innovative and motivated to help others build a secure financial future. Technical acumen with expertise in wealth management and investments, along with extensive knowledge in the industry, are critical assets for this role. Our Financial Solutions Advisors must be able to effectively communicate complex financial concepts, build trust, and maintain client relationships over time. Our Financial Solutions Advisors must possess strong organizational and analytical skills to evaluate and present analysis in a detailed and professional manner. Additionally, they should demonstrate strong problem-solving and decision-making proficiency in order to provide sound advice and solutions. If you are passionate about helping people make sound financial decisions and you have the skills and expertise needed to become a successful Merrill Financial Solutions Advisor, then apply now to join our team at Bank of America, Seattle Cascades Market. This is a great opportunity to take advantage of the amazing growth potential in the tech industry here in the United States and help people achieve their financial goals.