at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 2 months ago

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**Financial Solutions Advisor (Consumer Investments) needed in the Greater DFW Market**, supporting clients in defining and achieving financial goals. **Key responsibilities** include assessing clients' financial situations, recommending tailored investment strategies using industry-leading tools like **Fidelity Go** and **eSonic**, and building **long-term client relationships**. **Required skills** include knowledgeable understanding of investment products, excellent communication skills, and 2-5 years of relevant experience. Familiarity with **Deloitte's internal systems** and **Pareto funds** preferred. Experience with **cold calling** and **appointment setting** a plus. **Seniority:** Mid-level

Compensation

Not specified USD

Currency: $ (USD)

City

Dallas

Country

United States