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
20 jobs found
18.11.2024
BOA
Bank Of America Financial Solutions Advisor Stage Consumer Investments - Sea... United States, Washington, Seattle
::The primary role of the Financial Solutions Advisor Stage I Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary...
::The primary role of the Financial Solutions Advisor Stage I Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary...
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...
Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens,...
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...
Operates as a back up financial center leader within a market. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines...
::The primary role of the Financial Solutions Advisor Stage I Registration Candidate is to acquire the necessary registrations and training to become a Financial Solutions Advisor (FSA) Stage I. Primary...
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.