Investment Advisory Specialist

2 weeks ago

Pennington, United States Disability Solutions Full time
Job Description:

The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment solutions backed by the research and insights of Merrill Lynch in a single fiduciary program designed to help clients pursue meaningful outcomes.

The Investment Advisory Specialist provides advice and guidance to Financial Advisors, and Advisory Leadership to help identify and construct suitable IAP (strategies) for clients.

Responsibilities include (but are not limited to) the following:

Proactively supporting advisors in their respective markets to drive IAP growth through in person, virtual and phone interactions. They should think independently, develop, and execute strategies to achieve their growth goals for their respective territories. Also, they should partner with local market leadership to develop IAP sales strategies.

Sharing advice and guidance informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practice centered on investment advisory business.

The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.

Partnership with their coverage team potentially consisting of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.

Specialists are expected to record all their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.

Required skills:

5 years sales experience

Bachelor's degree required

5+ years' experience in financial services industry preferred

Series 7 and 63/65 or 66 required

Knowledge of professionally managed investment products and/or investment advisory business preferred

Ability to work under pressure, meet deadlines and meet clearly defined measurements

Strong communication, interaction and presentation skills required

Willing to travel on a monthly basis to meet with advisors in person

Self-motivated, adaptive, positive attitude and high energy are a must

Must display a passion for achieving aggressive goals in innovative and highly professional way

Shift:
1st shift (United States of America)

Hours Per Week:
40

  • Managed Investments Product Manager

    5 days ago

    Pennington, 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...

  • ISG Specialist Business Support Senior Analyst

    Found in: beBee S US - 4 days ago

    Pennington, United States Bank of America Full time

    Job Description:Job DescriptionThe Investment Solutions Group (ISG) Specialists provide advisors and clients with support around a wide range of products and solutions for both brokerage and fee-based accounts. The Business Support Sr Analysts will be part of the COO group that supports business management and reporting routines, as well as strategic...

  • Pershing X, Vice President, Client Implementations II

    1 day ago

    Pennington, United States BNY Mellon Full time

    Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top...

  • National Financial Solutions Advisor I

    1 week ago

    Pennington, United States CareerBuilder Full time

    Job Description: At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when...

  • Compliance and Operational Risk Manager

    Found in: beBee S US - 2 weeks ago

    Pennington, 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...

  • EAC Compliance

    6 days ago

    Pennington, United States Disability Solutions 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...

  • EAC Compliance

    Found in: beBee S US - 1 week ago

    Pennington, 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...

  • Clinical Wound Care Nurse

    Found in: Lensa US P 2 C2 - 5 days ago

    Pennington, United States Capital Health Services Full time

    Work Shift:Capital Health is the region's leader in providing progressive, quality patient care with significant investments in our exceptional physicians, nurses and staff, as well as advance technology. Capital Health is a five-time Magnet-Recognized health system for nursing excellence and is comprised of 2 hospitals. Capital Health Medical Group is made...

  • Clinical Wound Care Nurse

    Found in: Lensa US P 2 C2 - 7 days ago

    Pennington, United States Capital Health Services Full time

    Work Shift: Capital Health is the region's leader in providing progressive, quality patient care with significant investments in our exceptional physicians, nurses and staff, as well as advance technology. Capital Health is a five-time Magnet-Recognized health system for nursing excellence and is comprised of 2 hospitals. Capital Health Medical Group is made...

  • Senior Technology Manager

    6 days ago

    Pennington, United States Bank of America Corporation 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...