at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 25 days ago

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**Financial Solutions Advisor** in Central OC: Advise clients on financial strategies, review investment portfolios, and manage client relationships. Key responsibilities include client financial planning, product recommendations, and account servicing. Required skills: Series 7 and 66 licenses, CFP a plus, proficient in FINCAD, eMoney, and CRM systems. 7+ years' experience in wealth management. intermediary-level position.

Compensation

Not specified

Currency: Not specified

City

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Country

United States