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Financial Solutions Advisor Consumer Investments - Mid Cities DFW Market

ExperiencedNo visa sponsorship
Bank of America Merrill Lynch logo

at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

**Financial Solutions Advisor - Consumer Investments (Mid Cities DFW Market):** Guidance-driven role. Key responsibilities: Client portfolio management, investment strategy formulation, financial planning. Proven experience (5+ years), CFP/CFP candidate certification preferred. Essential skills: Strong knowledge of financial products, market research, wealth management tools (e.g., FactSet, Morningstar). Seniority level: Mid-career, 5+ years.

Compensation
Not specified USD

Currency: $ (USD)

City
Not specified
Country
United States

Full Job Description

Financial Solutions Advisor Consumer Investments - Mid Cities DFW Market

Compensation

Not specified USD

City: Not specified

Country: United States

Bank of America Merrill Lynch logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at Bank of America Merrill Lynch

ExperiencedNo visa sponsorship

**Financial Solutions Advisor - Consumer Investments (Mid Cities DFW Market):** Guidance-driven role. Key responsibilities: Client portfolio management, investment strategy formulation, financial planning. Proven experience (5+ years), CFP/CFP candidate certification preferred. Essential skills: Strong knowledge of financial products, market research, wealth management tools (e.g., FactSet, Morningstar). Seniority level: Mid-career, 5+ years.

Full Job Description