Merrill Financial Solutions Advisor
Found in: beBee jobs US - 1 week ago
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 & & 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.
Shift:1st shift (United States of America)
Hours Per Week: 40
-
Talent Advisor
Found in: beBee jobs US - 1 week ago
New London, Connecticut, United States Randstad Enterprise Full timewho are we as a company? Randstad Sourceright operates in 70 countries, across 360 RPO programmes and more than 800 managed services programmes. We have US$11.8billion spent under our management and employ more than 3,800 talent experts. We create value by combining our proven processes with high-output technology to create efficiency, scalability and...
-
Senior Accountant
Found in: beBee jobs US - 1 week ago
New Haven, Connecticut, United States Staffing 360 Solutions Full timeLighthouse Professional Services, a division of Staffing 360 Solutions group of companies, has been providing contract and direct hire talent to client companies, ranging from small businesses to Fortune 500 corporations for over 50 years. Our offices are in New York, Connecticut, and Massachusetts, and we work with clients across the country. Our management...
-
Senior Accountant
Found in: beBee jobs US - 3 days ago
New Haven, Connecticut, United States Staffing 360 Solutions Full timeLighthouse Professional Services, a division of Staffing 360 Solutions group of companies, has been providing contract and direct hire talent to client companies, ranging from small businesses to Fortune 500 corporations for over 50 years. Our offices are in New York, Connecticut, and Massachusetts, and we work with clients across the country. Our management...
-
Relationship Banker
Found in: beBee jobs US - 1 week ago
New Haven, Connecticut, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Business Development Executive
Found in: beBee jobs US - 3 weeks ago
New Haven, Connecticut, United States Environmental Health & Engineering, Inc. Full timeMarket Executive - Commissioning, Engineering & Energy Services Job Summary: Market Executives, report to the VP of Sales, are assigned to a Market Vertical of Commissioning, Engineering and Energy and must possess service awareness across the entire range of solutions offered by EH&E. The Market Executive is the key leader in understanding and...
-
Principal Health Scientist
Found in: beBee jobs US - 3 weeks ago
New Haven, Connecticut, United States Environmental Health & Engineering, Inc. Full timePrincipal Scientist Summary: Principal Scientists direct or manage projects with potentially high stakes, requiring thoughtful application of the appropriate technical disciplines and professional judgment. They oversee the scope and quality of service delivery from the beginning to the end of a project, by ensuring that the team is aware of, and addresses...
-
Merrill Financial Solutions Advisor
Found in: beBee jobs US - 2 weeks ago
New York, New York, United States Bank of America Full timeJob 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...
-
Financial Advisor
Found in: Resume Library US A2 - 1 week ago
Cranbury, New Jersey, United States Kestra Financial Independent Advisor Full timeNew Century Investor Services, a leading provider of financial services, is seeking a driven and motivated Financial Advisor to join our team. This is an exciting opportunity to build a career in the financial industry and work with a dynamic group of professionals. In this role, you will be responsible for helping clients to manage their financial assets,...
-
Financial Advisor
Found in: Resume Library US A2 - 1 week ago
Roseland, New Jersey, United States Integrated Financial Concepts Full timeJob Title: Financial Advisor (Experienced) Company: Integrated Financial Concepts This position specifically, is for experienced advisors and to leverage your mentoring skills to support our newer agents and help them succeed. With an overflow of appointments and our well-established marketing strategies, we are confident that you could significantly...
-
Associate Client Advisor
21 hours ago
New York, United States Voya Financial, Inc. Full timeTogether we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Client Advisor, Solutions, Insurance, Associate, Solution, Advisor, Technology
-
Associate Financial Advisor
2 weeks ago
New York, United States Ameriprise Financial Services, Inc. Full timeAssociate Financial Advisor Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding clients needs and goals for today and the long-term are unique. As an advisor, you begin with listening to...
-
Associate Financial Advisor
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
New York, United States Ameriprise Financial Services, LLC Full timeAssociate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...
-
Associate Financial Advisor
2 weeks ago
New York, United States Ameriprise Financial Services, LLC Full timeAssociate Financial Advisor Company MissionWe build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening...
-
Financial Advisor
3 weeks ago
New York, United States Forest Hills Financial Group Full timeJob DescriptionJob DescriptionForest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for...
-
Lead Advisor
Found in: Resume Library US A2 - 1 week ago
Wappingers Falls, New York, United States Kestra Financial Independent Advisor Full timeSummary The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities Develop new relationships and sales opportunities Promote and cultivate firm reputation among referral sources and the community Consult with clients on...
-
UHNW Sr. Product Specialist
2 weeks ago
New York, United States Disability Solutions Full timeJob Description:The Investment Solutions Group (ISG) provides investment solutions, trading capabilities, fiduciary execution, advisor and client support for all Bank of America's wealth channels including Merrill Lynch Wealth Management, BofA Private Bank and Merrill Edge. ISG serves around three and a half million clients and eighteen thousand advisors...
-
Financial Advisor
1 week ago
New York, United States Dynamic Wealth Strategies Inc Full timeJob DescriptionJob DescriptionA successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles....
-
Financial Advisor Assistant
1 week ago
New York, United States Momentum Resource Solutions Full timeJob DescriptionJob DescriptionResponsibilities:- Provide support to Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments- Partnering with the RegD and Product Management teams, regarding qualification and after sales/performance inquiries-...
-
Experienced Financial Advisor
1 week ago
New York, United States Fifth Avenue Financial Full timeJob DescriptionJob DescriptionFifth Avenue Financial is looking for a financial advisor with experience to join our team. Compensation is 100% commission, earnings are directly related to performance.Job Responsibilities:Build a portfolio of customers and offer financial advice tailored to their specific needs and objectivesAnalyze customer financial...
-
Global Financial Crimes Executive
Found in: beBee jobs US - 1 week ago
New York, New York, United States Merrill Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Strategy Head
Found in: beBee jobs US - 1 week ago
New York, New York, United States Bank of America Full timeJob Description:As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank).The Hedge Fund Origination & Product Management team is responsible for originating,...
-
Financial Advisor
2 weeks ago
New York, United States Equitable Advisors Full timeEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...
-
Financial Advisor
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
New York, United States Equitable Advisors Full timeEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...
-
Financial Advisor
Found in: Appcast Linkedin GBL C2 - 3 weeks ago
New York, United States Equitable Advisors Full timeEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will:• Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives• Build and maintain client base, keep client plans up-to-date and...
-
Financial Advisor
4 days ago
New York, United States Equitable Advisors LLC Full timeEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain client base, keep client plans up-to-date and...
-
Financial Advisor
7 days ago
New York, United States Equitable Advisors LLC Full timeEquitable Advisors is currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: Analyze financial information obtained from clients to determine strategies, financial products and services to help clients meet their financial objectives Build and maintain client base, keep client plans up-to-date and...
