Merrill Financial Solutions Advisor - Chicago North Market jobs at Bank Of America
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2,361 jobs found
09.07.2025
BOA
Bank Of America Financial Solutions Advisor - Consumer Investments South Sho... United States, Massachusetts, Quincy
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...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
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...
Recommends financial advice and guidance that align with client financial goals and needs. Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank....
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...
Sr. Credit Products Officer (SCPO) serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and...
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...
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...
The Merrill Financial Solutions Advisor - Chicago North Market role allows individuals to join a team focused on achieving great outcomes for Bank of America. Located in the booming tech industry of Chicago, this position provides essential access and knowledge to emerging and cutting edge technology.
The Financial Solutions Advisor is tasked with providing financial guidance and solutions that exceed our clients’ expectations. They collaborate with outside advisors and other resources to help provide knowledgeable and tailored advice. Our Financial Solutions team sets a new standard as advisors offer clients the finest in conveniently integrated banking and investing services.
The advisor is responsible for creating strategies to gain deeper relationships with clients while developing technical skills and a comprehensive understanding of how products, services and solutions are connected. As such, they are expected to develop, analyze and deliver tailored solutions and make decisions based on client needs.
Financial Solutions Advisors operate in a digital world, a world that is ever-changing in the startup and tech industry. They use the latest in digital technology, from mobile to analytics, to open new channels of communication. They look for ways to foster relationships with tech-savvy clients that will help us stay one step ahead.
This role is ideal for those who love technology and the digital world, and have a passion for pursuing solutions to exceed clients’ expectations. At Bank of America, we strive to deliver a premium client experience that keeps them engaged in helping them reach their financial goals. If you’re ready to be part of a team that sets a higher standard in today’s tech environment, then this is the perfect role for you.