Bank of America

Merrill Financial Solutions Advisor (ADP) - Evergreen Market

Bank of America

Seattle, WA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you looking for an exciting career opportunity in the financial services industry? At Bank of America, we are committed to helping our clients reach their financial goals. The Merrill Financial Solutions Advisor - Evergreen Market at Bank of America is a premier role that provides comprehensive financial planning services to clients. The successful candidate will have a passion for helping clients achieve their life goals, a dedication to delivering exceptional client service and a commitment to developing sound financial strategies.We are seeking an experienced and knowledgeable individual with a proven track record for success in a financial services environment. The ideal candidate will possess a Bachelor's degree in Finance, Economics, or Accounting and have at least 5 years of experience in financial services, including knowledge of retirement planning, investments, and estate planning. In addition, the successful candidate must have an exceptional ability to communicate complex financial concepts in a simple and understandable manner. The candidate must also have a strong customer service orientation and the ability to build trust and long-term relationships with clients. If you have the qualifications and drive to succeed in this role, we would like to hear from you.

Where is this job?
This job is located at Seattle, WA, USA
Job Qualifications
  • Knowledge Of Bank Of America Products

  • Bachelor's Degree In Finance

  • Economics

  • Accounting

  • Or Related Field

  • Minimum Of Years Of Experience In Financial Services

  • Comprehensive Knowledge Of Financial Planning And Investment Strategies

  • Demonstrated Ability To Develop And Maintain Customer Relationships

  • Certified Financial Planner (Cfp) Designation Preferred

  • Ability To Develop And Explain Complex Financial Concepts To Clients

  • Services

  • And Policies

Required Skills
  • Accounting

  • Insurance

  • Banking

  • Research

  • Planning

  • Sales

  • Negotiation

  • Compliance

  • Analytics

  • Risk assessment

  • Client Relations

  • wealth management

  • Taxation

  • Investment

  • Retirement

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Organizational skills

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Merrill Financial Solutions Advisor (ADP) - Evergreen Market in Seattle, WA, USA is $48,000 - $105,000. This range is based on salaries submitted anonymously to the JobzMall website by Merrill Financial Solutions Advisor (ADP) - Evergreen Market employees in Seattle, WA, USA.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 3rd, 2023
Apply BeforeApril 11th, 2026
This job posting is from a verified source. 
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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