at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 9 days ago

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**Financial Solutions Advisor - Irvine Market**: Serve as a key financial consultant, driving growth in Irvine. Key responsibilities include assessing client portfolios, recommending tailored investment solutions using tools like.black and Envestnet, and managing client relationships. Requires 5+ years of industry experience, Series 7 and 66 licenses, along with strong analytical skills. Proven track record in developing and maintaining successful client relationships crucial.Market knowledge and understanding of diverse financial products essential.

Compensation

Not specified

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City

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Country

United States