Merrill Financial Solutions Advisor

4 weeks ago

Salem, Oregon, United States Bank of America Full time

Job Description:

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

  • Data Solutions Architect

    2 weeks ago

    Salem, Oregon, United States Ferguson Enterprises Full time

    Data Solutions Architect - Azure and Databricks page is loadedData Solutions Architect - Azure and DatabricksApplylocationsRemotetime typeFull timeposted onPosted 6 Days Agojob requisition idR-111905Job Posting:Ferguson is North America's leading value-added distributor across residential, non-residential, new construction and repair, maintenance, and...

  • Supervisory Dietitian

    13 hours ago

    Salem, Oregon, United States Veterans Health Administration Full time

    Provides food-operations-specific leadership, serving as professional and technical advisor to staff and other health care professionals.Has oversight over HR staffing, employee relations and labor relations in Food Service Operations.Exercises a full range of supervisory and personnel management authorities and responsibilities in planning, directing, and...

  • accounting technician

    4 weeks ago

    Salem, Oregon, United States Department Of The Army Full time

    Summary THIS IS A NATIONAL GUARD TITLE 5 EXCEPTED SERVICE POSITION. This National Guard position is for a ACCOUNTING TECHNICIAN, T5151000 and is part of the OR USPFO, National Guard. Duties As a ACCOUNTING TECHNICIAN, GS-0525-8, this position is located in the United States Property and Fiscal Office (USPFO) Comptroller Division, Accounting Services...

  • Partner Sales Manager

    4 weeks ago

    Salem, Oregon, United States Hitachi Careers Full time

    We're Hitachi Vantara, a global infrastructure business. Our people are the force of meaningful progress. We enable the incredible with data - from taking theme park fans on magical rides, conserving natural resources, protecting rainforests to saving lives. We empower businesses to automate, optimize and advance innovation. Together, we create a sustainable...

  • Junior Staff Accountant

    1 day ago

    Salem, Oregon, United States CorVel Corporation Full time

    The Junior Staff Accountant maintains the General Ledger accounts and business transactions, applying the Generally Accepted Accounting Principles (GAAP) that include analytical work and thorough review of financial records. This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES:Complete monthly journal entries in General Ledger including but not...

  • Director Surgical Services RN

    3 weeks ago

    Salem, Oregon, United States Job Juncture Full time

    The role of Director of Surgical Services leads the perioperative team by focusing on safe patient care while effectively managing operations. The Director Surgical Services has 24/7 responsibility for their departments.Job ResponsibilitiesYou will accurately identify real/potential problems affecting the service and implements solutions with follow through...

  • COUNTRY Trust Bank Financial Advisor

    2 days ago

    Salem, United States Country Financial Full time

    Description Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. We’re looking for ambitious and established candidates who want to own their...

  • Financial Advisor

    2 weeks ago

    Winston-Salem, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area. ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work...

  • Financial Advisor

    59 minutes ago

    Winston-Salem, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area.           ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do...

  • Financial Advisor

    4 weeks ago

    Winston-Salem, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionThrough its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the Winston Salem area.           ABOUT ALLEGACY: Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are...

  • Solutions Engineer Advisor Senior

    21 hours ago

    Winston-Salem, United States Elevance Health Full time

    Elevance Health Solutions Engineer Advisor Senior Winston Salem , North Carolina Apply Now Location: This position will work a hybrid model (remote and office). The ideal candidate will live within 50 miles of one of our Elevance Health PulsePoint locations. Preferred Location: Grand Prairie, Texas The Solutions Engineer Advisor Senior is responsible for...

  • Wealth Management Seasonal Client Associate

    1 week ago

    Winston-Salem, North Carolina, United States Bank of America Full time

    Job 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...

  • Financial Controller

    22 hours ago

    Winston-Salem, United States Alloy Engineering CO Full time

    Job Type Full-time Description The Financial Controller is responsible for managing the accounting operations, including the maintenance of accounting principles, practices, and procedures. Directs and plans the maintenance of fiscal records and preparation of financial reports that summarize and forecast company business activity and financial position in...

  • Entry Level Financial Rep

    2 days ago

    Salem, United States Chosen Ones Full time

    Job DescriptionJob DescriptionFULLY REMOTE- FT & PT INDEPENDENT ROLES AVAILABLE. LOOKING TO FILL TRAINING CLASS FOR MAY. PAID TRAINING BONUSES AVAILABLE!Company BackgroundFounded in 1977, Primerica is the largest financial service marketing organization in North America. With more than 4 million lives insured, our mission is to help families earn more income...

  • Experienced Service Advisor

    4 weeks ago

    Winston-Salem, United States North Point Chrysler Jeep Dodge Ram Full time

    Job DescriptionJob DescriptionJob Title: Experienced Service AdvisorAbout Us:North Point CDJR is a reputable and customer-centric car dealership committed to providing top-notch automotive solutions to our valued customers. With a passion for automobiles and a dedication to outstanding service, we have earned a strong reputation in the automotive industry....

  • Climate Financial Consultant

    6 days ago

    Salem, United States Logistics Management Institute Full time

    Overview The Climate Financial Consultant will be responsible for providing technical expertise to climate adaptation projects throughout the federal government. This includes financial forecasting, trend and statistical analysis, conducting assessments, and providing recommendations for proposed adaptation projects in coordination with cross-functional...

  • M3 Infor Financial Consultant

    1 week ago

    Salem, United States Hanker Systems Full time

    Job Description Job Description Hi, Job Title: M3 Infor Financial Consultant Job Location: Remote (20% Travel) Job Description: 1.3-5 years of experience as M3 Finance Support consultant 2.Infor M3 on-prem experienced is must. 3.Should have knowledge of M3 database 4.Should be knowledge in AP/AR/GL/FA and taxation module 5.Well versed with Support requests...

  • Talent Solutions

    1 week ago

    Winston-Salem, North Carolina, United States Myers-Holum Full time

    This pivotal position resides within our Talent Solutions division, where we have established a strong partnership with one of our valued clients. This role is external to our internal operations at Myers-Holum, focusing exclusively on the dynamic needs of our client. As part of our Talent Solutions arm, this role plays a pivotal role in leading the...

  • Remote Life Insurance Sales Representative

    6 days ago

    Winston-Salem, United States Karlo Financial Full time

    Job DescriptionJob DescriptionJob Title: Remote Life Insurance Sales RepresentativeLocation: Remote (Anywhere in the U.S.)Employment Type: Full-time, Part-time, RemoteAbout Us:At Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions. As a remote life...

  • Seasonal Warehouse Specialist

    6 days ago

    Salem, United States Nutrien Ag Solutions Full time

    At Nutrien, our purpose is Feeding the Future and we do so with safety, inclusion, integrity and results as our core values. Nothing is more important than sending our people home safe, every day. Nutrien Ag Solutions is the retail division of Nutrien, the largest crop inputs company in the world. As part of our collective mission of Feeding the Future,...

  • Financial Strategy Analyst

    1 day ago

    Salem, United States State of Oregon Full time

    Job Description: Oregon Housing & Community ServicesFinancial Strategy AnalystProgram Analyst 4Salem, OR (Hybrid)Oregon Housing & Community Services (OHCS) is looking for a skilled financial policy analyst with a background in multifamily housing finance who wants to help grow our agency’s relationships with various funding partners. Apply today If...

  • Software Engineer IV

    18 hours ago

    Salem, United States Novalink Solutions Full time

    Job Description The Office of Information Services (OIS) is a shared service provider for the Oregon Health Authority (OHA) and Oregon Department of Human Services (ODHS). OIS provides the technology systems and services that support more than 18,000 OHA and ODHS agency staff at local offices and facilities around the state. These systems and services help...

  • Talent Solutions | Contract, Netsuite ERP Project Manager

    1 month ago

    Winston-Salem, United States Myers-Holum Full time

    Job DescriptionJob DescriptionThis pivotal position resides within our Talent Solutions division, where we have established a strong partnership with one of our valued clients. This role is external to our internal operations at Myers-Holum, focusing exclusively on the dynamic needs of our client. As part of our Talent Solutions arm, this role plays a...

  • Software Engineer IV

    7 days ago

    Salem, United States Novalink Solutions Full time

    Job Description The Office of Information Services (OIS) is a shared service provider for the Oregon Health Authority (OHA) and Oregon Department of Human Services (ODHS). OIS provides the technology systems and services that support more than 18,000 OHA and ODHS agency staff at local offices and facilities around the state. These systems and services help...

  • Accountant

    4 weeks ago

    Salem, United States Brilliant Consulting Solutions Full time

    Job DescriptionJob DescriptionWe are looking for an Accountant to join our team! You will be responsible for preparing and analyzing financial records for our company clients.Responsibilities:Prepare and examine accounting records, financial statements, taxes, and other financial reportsDevelop and analyze reporting for business operations and budgetsPerform...

  • Bookkeeper

    4 weeks ago

    Salem, United States Brilliant Consulting Solutions Full time

    Job DescriptionJob DescriptionOur company is currently seeking ​a Bookkeeper to join our team! You will be responsible for preparing and examining financial records for our clients. Responsibilities:Obtain primary financial data for accounting recordsCompute and record numerical data Check the accuracy of business transactionsPerform data entry and...