Merrill Financial Solutions Advisor - Western Market jobs at Bank Of America

As a Financial Solutions Advisor in Bank of America's Western Market, you'll be part of a dynamic team delivering exceptional experiences for our clients while providing highly tailored guidance on investments and financial needs. As part of a unified team, you’ll be dedicated to helping our clients find solutions and achieve financial success. You’ll use Merrill Financial Solutions Strategies to provide comprehensive guidance on financial needs, investments and banking solutions. You’ll inquire about a client’s current financial position and how they would like to use their resources – such as upcoming needs, goals or objectives. You’ll then identify strategies and solutions to meet each client’s individual needs. You’ll proactively call out opportunities to deepen relationships with clients and turn those opportunities into action. You’ll demonstrate strong technical skills to build and maintain exceptional client relationships utilizing the latest digital tools - like video and messaging - to discover opportunities for client growth. You’ll stay informed of the latest financial trends and showcase knowledge in a range of products and services from Merrill and Bank of America. You’ll also use our cutting edge technological data platform, Expoint, to help advise clients on the latest financial strategies. This is an amazing opportunity to join a client-centered team in the fast-paced banking industry. Utilizing your expertise in financial services, you’ll be a trusted advisor to our clients. As a Financial Solutions Advisor, you’ll be empowered to use technology, processes and tools to take ownership of client interactions and solutions. Get ready to jump in and get your hands dirty - we’re looking for motivated individuals who want to make a difference. This is your chance to make a meaningful career move.