at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted a month ago

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**Financial Solutions Advisor** for South Palm Beach and North Broward Marks, offering exceptional financial guidance to clients. Key responsibilities: Develop personalized financial plans, manage client portfolios, and provide exceptional client service. Required skills: Strong knowledge of financial products, exceptional interpersonal skills, and proficiency in CRM systems. Must have 3+ years of experience in wealth management, with at least 1 year in a similar role. CERTIFIED FINANCIAL PLANNER (CFP) certification and fluency in Spanish are preferred. Applicants must be registered as an Investment Adviser Representative.

Compensation

Not specified

Currency: Not specified

City

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Country

United States