Merrill Financial Solutions Advisor - Chicago West Market jobs at Bank Of America
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1,910 jobs found
11.06.2025
BOA
Bank Of America Business Solutions Advisor - Cedar Springs Knight Financial ... United States, Texas, Dallas
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...
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...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
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...
Develops talent, including proactive sourcing of candidates. Manages client traffic, engaging and appropriately routing clients, and fostering client retention. Manages business results through formalized management routines and coaching. Creates a...
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....
Are you seeking a rewarding, fast-paced career in technology and banking? Merrill Financial Solutions Advisor-Chicago West Market is looking for a motivated individual to join their team. This role is based in the booming Chicago area and offers exciting opportunities to collaborate in the tech and banking industries.
As a Financial Solutions Advisor, you will join a team that offers creative solutions to complex issues in the banking and tech industries. You will be responsible for providing strategic advice in a wide variety of financial activities, including investments, retirement planning, and risk management.
In this role, primarily, you will have to cultivate relationships with clients in order to ensure that you fully understand their risk tolerance and investment strategy. You will be required to be proficient in utilizing products and services offered by Merrill and Bank of America, and provide solutions that best address the client’s financial needs.
The successful candidate for this position will possess excellent communication and interpersonal skills, along with the ability to identify and recognize client goals. Our Financial Solutions Advisors must bring a strong knowledge in the tech industry to the table, such as an understanding of the latest trends and innovations in the space.
To find success in this role, you must master the technical scope of the role as well as having a keen interest in banking. The successful candidate will be able to bridge the gap between the banking and technology industries in order to deliver the best financial solutions for the clients of Merrill and Bank of America.