Merrill Financial Solutions Advisor - Greater jobs at Bank Of America
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Bank Of America Merrill Financial Solutions Advisor Market United States, Oklahoma, Oklahoma City
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...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Active...
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...
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...
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...
At Bank of America, our Merrill Financial Solutions Advisor for the tech industry is an exciting new role that will shape the future of the banking and tech industry. This specialized role is designed to help tech companies innovate and grow through access to financial solutions. We are looking for a motivated candidate with expertise in banking and technology who can provide comprehensive financial solutions to our tech clients.
The Merrill Financial Solutions Advisor is more than just a traditional banker; they are expected to act as a trusted partner to tech companies, providing holistic financial services that cater to the specific needs of these clients. Day-to-day responsibilities of this role include maintaining existing client accounts, identifying new opportunities for business development within the tech industry, and actively participating in product development. This can include creating innovative programs specifically for these tech clients while keeping up to date with rigorous industry regulations.
At Bank of America, we can provide you with access to the latest technology, giving you the competitive advantage you need to truly excel in this position. With industry-leading financial tools, applications, and resources, you will always have the edge when discussing the latest products in the industry. We are looking for individuals with an entrepreneurial mindset and the ability to think creatively while providing our tech clients with the most up-to-date financial services solutions.
At Expoint, we are thrilled to announce that Bank of America is offering the Merrill Financial Solutions Advisor role. We believe that this position is a great opportunity to join the tech industry and get the financial solutions necessary for our tech clients to succeed. If you think this is the right opportunity for you, apply now and join us in the ever-evolving world of tech-focused banking solutions.