at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 11 days ago

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**Financial Solutions Advisor - Greater Dallas/Ft. Worth Market** Senior-level Financial Solutions Advisor role in Greater Dallas/Ft. Worth area. Provide tailored financial solutions, drive new business, and build client relationships. Key responsibilities include market analysis, financial planning, and sales presentations. Required: 5+ years' experience in financial services, Series 7 and 66 licenses, proficiency in CRM (Salesforce), Microsoft Office, and industry-specific software. Strong communication, problem-solving, and analytical skills essential. Bachelor's degree or equivalent experience required.

Compensation

Not specified

Currency: Not specified

City

Dallas

Country

United States