Financial Solutions Advisor Registration Candidate - Philadelphia
1 week ago

We do this by driving Responsible Growth and delivering for our clients teammates communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth This includes our commitment to being an inclusive workplace attracting developing exceptional talent supporting physical emotional financial wellness recognizing rewarding performance making impact in communities served.+
Responsibilities
- Provide end-to-end comprehensive advice deliver client reviews/presentations with confidence recommend strategies help clients achieve financial goals life priorities
- Collaborate core banking investment partners connect clients solutions Bank of America Merrill meet virtually all their financial needs
Skills
+- +
- Advisory Account Management Client Experience Branding Customer Client Focus Oral Communications Issue Management Client Solutions Advisory Pipeline Management Active Listening Attention Detail Risk Management Policies Procedures Guidelines Client Managment Causation Analysis Written Communications li >/ ul >
Job description
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