at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 20 days ago

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**Financial Solutions Advisor (Mid-Ohio Market) - Mid-Level Role** Leverage financial acumen to advise clients on strategies that optimize their portfolios. Key responsibilities involve client relationship management, risk assessment, and investment planning using tools like Bloomberg Terminal and FactSet. Required skills include Series 7 & 66 licenses, proven financial planning experience (3-7 years), and excellent communication skills. Collaborate with cross-functional teams to deliver tailored financial solutions in the Mid-Ohio market.

Compensation

Not specified

Currency: Not specified

City

Chester

Country

United States