Investment Solutions Consultant

Bank of America is seeking an Investment Solutions Consultant in Bloomington, IN. This role involves working with affluent clients to identify their financial goals and develop customized investment strategies. Key skills include account management, client investments management, and relationship building. The position is full-time and does not require a degree.
Job Description

The Merrill Financial Solutions Advisor role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.

You will work closely with affluent and high net worth clients, identifying their financial goals and objectives, and developing customized investment strategies to help them achieve those goals.

Key Skills:
• Account Management
• Client Investments Management
• Client Management
• Client Solutions Advisory
• Relationship Building
• Advisory
• Business Development