at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 5 days ago

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**Financial Solutions Advisor (Diablo Market)** orchestrates financial strategies, driving client success. Core responsibilities include analyzing client portfolios, recommending investment strategies, and managing client relationships. Proven experience (5+ years) in financial advising, coupled with Series 7 & 66 licenses, is essential. Proficiency in technologies like PortfolioCenter, Aladdin, and FactSet is required, alongside strong risk analysis and portfolio management skills. Senior-level candidates with domain expertise in retirement planning and high net worth clients are encouraged to apply.

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