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© All Rights Reserved. ApplyBlast.com
Bank of America
The Merrill Financial Solutions Advisor works with high-net worth clients to identify financial needs, develop relationships, and prepare investment recommendations aligned with client goals. This role involves leveraging technology and resources to optimize the customer experience, build a sustainable book of business, and progress through the Advisor Development Program to become an independent financial advisor. The position requires collaboration with advisory teams, proactive risk management, and adherence to regulatory requirements.
Headquarters
Charlotte, North Carolina, United States
Company Size
10001+ employees
Founded
1968
Bank of America is a leading financial services company offering banking, credit cards, loans, and Merrill Investing. Its mission is to help make financial lives better through the power of every connection. The bank emphasizes accessible, customer-focused financial tools and a broad suite of services for individuals and businesses.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Bank of America.
Bank of America didn’t post a salary, so this is our estimate from similar listings.
9% above the average for this role
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