at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted a month ago

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**Financial Solutions Advisor - West Houston Area** Key responsibilities for this role include: assessing clients' financial goals, developing personalized strategies, and providing expert advice on portfolio management, retirement planning, and wealth protection. You'll use data modeling and analytical skills to identify trends and optimize portfolios, and leverage our advanced, proprietary client management system. Experience in financial services or advisory roles is required, and proficiency in financial software such as Bloomberg, FactSet, or similar tools is essential. This mid-level position demands strong interpersonal skills and a bachelor's degree in finance, economics, or a related field. Actuarial designation or CFA is a plus.

Compensation

Not specified

Currency: Not specified

City

Houston

Country

United States