at Bank of America Merrill Lynch

Bulge Bracket Investment Banks

Posted 5 days ago

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**Merrill Financial Solutions Advisor (Partially Licensed) in Atlanta Buckhead & Associates Market** delivers personalized advice to affluent clients, fulfilling wealth management and financial planning needs. Core responsibilities include building client relationships, providing expertise on investments, insurance, and retirement planning; using Merrill's premiere planning tools and technology. Requires Series 7 license (in process for full registration) and relevant industry experience. Proficient in CRM platforms, preferably Salesforce, and adept in Microsoft Office. Join a且senior team and grow within the Merrill network.

Compensation

Not specified

Currency: Not specified

City

Atlanta

Country

United States