Client-First Financial Advisor & Investment Solutions
Job in
Leawood, Johnson County, Kansas, 66206, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bank of America Merrill is seeking an Interim Financial Advisor to handle inbound lead inquiries, position Merrill offerings, and collect client data per KYC standards. The role includes serving as a trusted advisor and documenting all client interactions in Salesforce.
The ideal candidate holds Series 7 and Series 66 licenses with at least one year in financial services or investments, demonstrating strong relationship-building and prospecting abilities.
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