Bank of America

Merrill Team Financial Advisor

Bank of America

Fort Worth, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At Bank of America, we are looking for an experienced and confident Merrill Team Financial Advisor to join our team and provide our clients with sound financial advice and services. We are looking for someone with extensive knowledge of the financial industry and experience working with both individuals and businesses. The successful candidate should have the skills and expertise to proactively identify and pursue sales opportunities, build long-term relationships with clients, and provide comprehensive financial advice. If you are passionate about helping clients reach their financial goals, have strong problem-solving skills, and enjoy working in a team environment, this is an excellent opportunity for you.To be considered for this role, you must have a Bachelor’s degree in finance, economics or a related field and a minimum of 3 years of experience as a financial advisor or in a related role. You should also have a thorough understanding of personal and business financial planning, investments, and insurance products. A Certified Financial Planner (CFP) designation and experience with wealth management software is preferred. Additionally, we are looking for someone who is organized, detail-oriented, and highly motivated with excellent communication, interpersonal, and customer service skills. If this sounds like the perfect role for you, please send us your resume and cover letter today!

Where is this job?
This job is located at Fort Worth, TX, USA
Job Qualifications
  • Risk Management

  • Strong Communication Skills

  • Financial Planning

  • Investment Management

  • Securities Licensing

  • Banking/Credit Experience

  • Relationship Management

  • Problem Solving Skills

Required Skills
  • Risk Management

  • Financial Analysis

  • Market Research

  • Financial Modeling

  • Compliance

  • Portfolio Management

  • Client Relations

  • wealth management

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Tax Planning

  • Investment Strategies

  • Insurance Planning

Soft Skills
  • Communication

  • Leadership

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Organizational skills

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Time-Management

Compensation

According to JobzMall, the average salary range for a Merrill Team Financial Advisor in Fort Worth, TX, USA is $64,000-$95,000 per year. This salary range is based on the current job postings on the website and may vary depending on location, experience, and other factors.

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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