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Financial Services Advisor - Brokerage Team

Employer
Merrill Lynch
Location
Chandler, Arizona
Salary
Depending on experience
Closing date
Aug 11, 2021

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Job Role
Investment Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

Brokerage team FSA’s work with existing clients to deliver financial advice and deepen client relationships by leveraging solutions from the entire enterprise. Our Financial Solutions Advisors collaborate with clients on a daily basis to provide service and advice via a phone-based platform. In our Contact Centers, FSAs leverage the Merrill offering model and collaborate with business partners when appropriate. FSAs are also responsible for setting clear client expectations to create a smooth transition and continuation of existing Bank of America/Merrill relationships.

Click here to review and apply to the Consumer Investments Home Office Financial Solutions Advisor Roles on the Brokerage Team

Company

Merrill, a Bank of America company, is a leading provider of comprehensive wealth management and investment products and services for individuals, companies and institutions.  One of the largest firms in the world that specialized in goals-based wealth management, including planning for retirement, education, legacy and other life goals through investment advice and guidance.  Our trusted financial advisors are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Company info
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