Merrill Financial Solutions Advisor

Bank of America is seeking a Merrill Financial Solutions Advisor in Las Vegas, NV, to assist high-net worth clients in achieving their financial goals. Responsibilities include providing personalized investment advice, developing client relationships, and growing a book of business. Candidates should have Series 7 & 66 licenses and relevant experience in financial services. The role offers professional development and a strong referral network.
Merrill Financial Solutions Advisor - Nevada Market

Leverage your skills and experience to help high-net worth clients achieve their financial goals in a dynamic and supportive environment.

Key Responsibilities:
• Provide personalized advice to clients through reviews and presentations, assessing their financial goals and recommending investment strategies.
• Communicate solutions to clients that meet their financial needs, such as core banking and investment solutions.
• Partner with financial advisor teams to build their network and promote portfolio growth.
• Develop and grow a book of business to meet pre-defined financial targets.

About the Role:

This role is part of the Merrill Wealth Management team, which provides comprehensive wealth management and investment products and services. As a Merrill Financial Solutions Advisor, you will work with affluent and high net worth clients to identify their needs, develop relationships, and create tailored investment recommendations.

Your Journey:

The Advisor Development Program (ADP) journey will provide you with the necessary training and guidance to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, and preparing investment recommendations that align with their goals.

What We Offer:
• A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition.
• Marketing strategies to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

Requirements:
• Currently holds Series 7 & 66 licenses.
• Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.

We Believe in Diversity:

We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.