Investment Advisory Professional

The Investment Advisory Professional role at Bank of America in Anchorage, AK, involves working with affluent clients to provide tailored financial advice. Responsibilities include assessing client needs, developing strategies, and collaborating with financial teams. Candidates should have Series 7 & 66 licenses, two years in financial services, and strong communication skills. The position offers a comprehensive benefits package and focuses on relationship-building and business growth.
About the Role

As a Merrill Financial Solutions Advisor, you will have the opportunity to work with affluent and high-net worth clients, providing tailored advice and guidance to help them achieve their financial goals. This role involves assessing client profiles, developing personalized strategies, and collaborating with financial advisor teams to drive business growth.

Key responsibilities include leveraging technology to enhance the client experience, identifying new business opportunities, and building a sustainable book of business. Additionally, this role requires effective communication, relationship-building, and the ability to navigate complex financial situations.
Company Overview

Bank of America is a leading provider of comprehensive wealth management and investment products. Our commitment to excellence and customer satisfaction drives our success, and we strive to create an inclusive work environment that fosters growth and development for all employees.
Job Description

This role is responsible for working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing recommendations aligned with those goals. Key skills required include effective communication, relationship-building, and the ability to navigate complex financial situations.
Required Skills and Qualifications

To be successful in this role, candidates should possess:
• Series 7 & 66 licenses (63 & 65 in lieu of 66)
• Two years' experience in the financial service industry or sales environment
• Minimum one year experience in investments, including training and knowledge of investment products

Candidates should also demonstrate strong self-management, goal-achievement, and relationship-building skills, as well as the ability to collaborate effectively with others.
Benefits

Bank of America offers a comprehensive benefits package, including opportunities for professional growth, leadership development, and competitive compensation. We are committed to creating a workplace where every employee has the opportunity to achieve their goals and contribute to the company's success.