Financial Solutions Advisor, Private Bank Office
Overview
You will own client financial planning and drive revenue growth in a Tampa private bank office. You'll build tailored plans using brokerage products and refer high-value clients to internal partners. Supported by a collaborative team, you'll meet aggressive sales goals and expand your expertise. This role demands Series 7 and 66 licenses and offers direct client engagement.
What You'll Do6
- 1Build financial plans for clients using brokerage products like stocks, bonds, and mutual funds within the first 90 days.
- 2Recommend banking and investment strategies that align with each client's financial goals and needs.
- 3Triage client requests and refer high-value clients to internal specialists based on asset thresholds and needs.
- 4Mitigate risk by following regulatory due diligence in daily activities and long-term client strategies.
- 5Prospect and convert new clients through referrals and financial center foot traffic.
- 6Coach referral partners on client needs and suitable product services to boost lead generation.
Requirements9
- 13+ years in financial services or sales, including 1+ year in investments.
- 2Current Series 7 and 66 licenses (or 63 and 65; must pass 66 within 60 days).
- 3In-depth knowledge of investment products and services, including stocks, bonds, and annuities.
- 4Proven track record of meeting or exceeding sales goals.
- 5Strong relationship management and client advocacy skills.
- 6Ability to navigate complexity and execute in a fast-paced sales environment.
- 7Commitment to ongoing learning and regulatory compliance.
- 8Bachelor's degree in business-related field preferred.
- 9Additional certifications like CFP or CRPC preferred.
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedFinancial Solutions Advisor Bank of America
Lead client advisory services to help clients achieve financial goals. Provide comprehensive advice and customized solutions. Build financial plans and recommend brokerage products. Requires Series 7 and 66 licenses. Must complete SAFE Act registration and background checks.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedFinancial Solutions Advisor - Participant Services
Lead growth initiatives while delivering exceptional client experiences across a dynamic financial services environment. Drive responsible growth by fostering inclusive workplaces and supporting teammate wellness. Seek a professional dedicated to client-centric solutions and market insight.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedFinancial Solutions Advisor - Washington DC Market
Bank of America seeks a Financial Solutions Advisor to lead client financial planning and growth in Washington DC. The role drives Responsible Growth by delivering tailored investment advice and building long-term client relationships. Candidates thrive in collaborative environments and demonstrate commitment to continuous learning and client success.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedFinancial Solutions Advisor - Syosset Financial Center
Join Bank of America as a Financial Solutions Advisor at the Syosset Financial Center. You will own client financial planning and drive growth through tailored solutions. This role blends technical expertise with a commitment to inclusive teamwork and community impact. Expect a collaborative environment focused on long-term client success.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedFinancial Solutions Advisor Registration Candidate | Bank of America
As a Financial Solutions Advisor in the Boston West Market, you will own client financial planning and portfolio growth, delivering personalized brokerage and banking solutions. You will triage client leads, refer to specialists, and build your expertise by earning required licenses. This role stands out for its structured path to FINRA licensing and a culture that values diverse career journeys.
13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc
VerifiedFinancial Solutions Advisor - Brooklyn North Market
Lead financial planning initiatives to drive client success. Own portfolio strategy development and client relationship management. Differentiate by focusing on tailored investment solutions and proactive client engagement.