Bank Of America Careers ‎New Mexico – Job Opportunity in ‎New Mexico For Merrill Financial Solutions Advisor

Bank Of America Careers New Mexico – Bank Of America Jobs in New Mexico. Find out the latest Bank Job in USA for Students & Experienced Professionals. Bank Of America Internship 2023, off-cycle internship Campus recruitment, Summer Internships Careers 2023. USA Government Jobs Careers for BOA Careers Near Me. Government & Private Bank Jobs ‎‎in New Mexico for Undergraduate, Bachelor’s degree & experienced job seekers. BOA Careers Opportunity in New Mexico. USA Government Jobs 2023.

Bank Jobs Seekers who are searching for Bank Of America Jobs near me can find the nearest opportunity in New Mexico can check here the Latest BOA Jobs opening ‎. BOA Careers portal open for various types of Bank Of America Jobs in New Mexico. Candidates who are interested in BOA Walk in Interview Jobs in New Mexico can submit their resume for BOA careers in New Mexico 2023.

Bank Of America New Mexico invites both freshers and experienced applicants for BOA Entry-level jobs in New Mexico City, BOA Accounting Jobs in New Mexico, Bank Of America Auto Finance Jobs in New Mexico, BOA Bank Teller Jobs in New Mexico & BOA Contract Jobs in New Mexico. Candidates must have a Secondary School Diploma, High School & Graduates in any discipline from recognized university/Schools can apply for all private & Government bank jobs.

As per the Bank Of America, job description candidates must have attained prescribed age limitations. Bank Of America will Invite shortlisted applicants by called for the further selection process of these posts.  After that selected aspirants shall be placed at any Bank Of America Branch New Mexico.


Bank Of America Careers New Mexico – Apply For Merrill Financial Solutions Advisor Jobs in Albuquerque, New Mexico

Bank Of America Careers 2023- BOA Careers Portal open for Both Students Internship & Experienced Professionals.who are looking for Banking Jobs in Bank Of America New Mexico. BOA Entry-level jobs in New Mexico, BOA Accounting Jobs in New Mexico, BOA Auto Finance Jobs in New Mexico, Apprentice Jobs, BOA Teller Jobs in New Mexico & BOA Contract Jobs in New Mexico. Candidates who have required qualification in any discipline from recognized university/Schools can apply. The Salary of these jobs in BOA New Mexico is $138,107.00 Per Year

BOA Recruiting New Mexico – Canadian Job Bank Details According to BOA Careers Portal 

Which Bank is RecruitingBOA Recruiting New Mexico
BOA Bank Jobs Profile

Merrill Financial Solutions Advisor

Salary$138,107.00 Per Year
Job Types

Full time

Disclaimer:- Candidates should check official website before applying for any post. We are not a recruiter/employer. We are not responsible for any error or mistake.

Job Description

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We’re looking for the next generation of financial advisors—those with a passion for people and drive to make clients’ financial lives better. You’ll advise and guide clients on how to achieve their financial goals. Additionally, you’ll be equipped with the expertise to support them with personal investing tools and resources.

During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you’ll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you
• Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!
• Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
• Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
• Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

As a Merrill FSA, you can look forward to
• A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
• Marketing strategies to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
• Potential Opportunities for professional growth.
• Leadership opportunities, including leading client and conference seminars

We’re a culture that
• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
• Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Required skills:
• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
• Is a self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired skills:
• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities and new client development.
• Strong computer skills and the ability to multitask in a demanding environment.
• A bachelor’s degree, preferably in business-related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

Apply Now

Read Carefully Before Apply


Bank Of America Careers New Mexico – Apply For Consumer Investments Financial Solutions Advisor Jobs in Albuquerque, New Mexico

Bank Of America Careers 2023- BOA Careers Portal open for Both Students Internship & Experienced Professionals.who are looking for Banking Jobs in Bank Of America New Mexico. BOA Entry-level jobs in New Mexico, BOA Accounting Jobs in New Mexico, BOA Auto Finance Jobs in New Mexico, Apprentice Jobs, BOA Teller Jobs in New Mexico & BOA Contract Jobs in New Mexico. Candidates who have required qualification in any discipline from recognized university/Schools can apply. The Salary of these jobs in BOA New Mexico is $65,186.00 Per Year

BOA Recruiting New Mexico – Canadian Job Bank Details According to BOA Careers Portal 

Which Bank is RecruitingBOA Recruiting New Mexico
BOA Bank Jobs Profile

Consumer Investments Financial Solutions Advisor

Salary$65,186.00 Per Year
Job Types

Full time

Disclaimer:- Candidates should check official website before applying for any post. We are not a recruiter/employer. We are not responsible for any error or mistake.

Job Description

Primary responsibilities of FSA Stage I role, include: Provide end-to-end comprehensive advice and customized solutions to clients that help them achieve their financial goals; Conduct client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Complex; The role is a bridge between banking and brokerage, therefore the FSA Stage I must have a general awareness of core banking and investment solutions

Required Skills; The FSA Stage I should be able to provide an enterprise product view for our clients, executing referrals across banking and brokerage lines; Demonstrate proficiency with appropriate banking center systems and routines to support client management process. ; Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired; Bachelors degree or 1-2 years relevant work experience; financial services preferred; This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Apply Now

Leave a Comment