דרושים Merrill Financial Solutions Advisor - Sacramento Market ב-Bank Of America ב-United States, Sacramento

Are you looking for a challenging and rewarding career in the tech industry? Consider the Merrill Financial Solutions Advisor role in the Sacramento Market at Bank of America. The Financial Solutions Advisor serves as the face of Merrill to the client, providing comprehensive, tailored advice, service, and recommendations. You will use technology and your financial services expertise to develop relationships with clients involving banking, investments, trusts, and financial strategies. As a Financial Solutions Advisor, you will have the opportunity to work with people from diverse backgrounds and cultures. The role requires great interpersonal skills, strong knowledge of financial products and services, and an aptitude for understanding customer’s needs. You will be working in a fast-paced environment with an agenda of helping customers with their goals. Your responsibilities will include advising clients on all aspects of their financial needs, including investments, banking, retirement planning, trust planning, and estate planning. You will be able to perform video meetings with clients in order to build relationships and provide the advice and guidance they need. This role may also require you to market Bank of America investment products to prospective clients in order to introduce them to the financial services available at Bank of America. At Bank of America, we believe in the power of technology to transform the financial advisory process. You will work with cutting-edge tools in order to deliver the highest level of customer service and provide premier financial advice. If you are passionate about helping people solve their financial challenges and making a positive impact in your local community, the Merrill Financial Solutions Advisor role in the Sacramento Market at Bank of America could be the perfect fit for you.