Merrill Team Financial Advisor

2 weeks ago

Honolulu, United States Bank of America Full time

Merrill Team Financial Advisor page is loaded

Merrill Team Financial Advisor

Apply

locations

Honolulu

Redding

time type

Full time

posted on

Posted 2 Days Ago

job requisition id

24015180

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Team Financial Advisor Business Development Program The Merrill Wealth Management Team Financial Advisor (TFA) engages in: Developing a book of business in order to meet and exceed the required performance hurdles Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan Planning and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory

attention/review/approval

as per compliance guidelines and policies Completing mandated training, assessments, performance goals and continuing education requirements The TFA engages in all of the above activities with the support and mentorship of a Financial Advisor Team.

The Team Financial Advisor receives: The strength and name recognition of Merrill and Bank of America. World class training throughout their career with Merrill Wealth Management State of the art software programs to assist in your success Access to a full array of investment and banking products for your clients Coaches or mentors located within your office to work with you towards your success Ideal candidates: The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal.

Essential Duties and Responsibilities: Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles. Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance). Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course. Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge. Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program. Required Qualifications Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility Proven ability to assess needs of clients and recommend appropriate

solutions/interventions Proven ability to work collaboratively on a team and with key partners Proven ability to listen and probe for clarity and understanding Goal and results oriented Ability to source clients through prospecting and networking Ability to work in an environment where the majority of your compensation is tied to your performance Strong follow-through skills Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Desired Qualifications At minimum a Bachelor’s Degree Demonstrated track record of success Proficiency in using Sales Force / Client Relationship Manager Tool Strong understanding of the Financial Advisor role 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. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Shift: 1st shift (United States of America)

Hours Per Week: 40

#J-18808-Ljbffr

  • Merrill Experienced Financial Advisor

    4 weeks ago

    Honolulu, United States Bank of America Full time

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Merrill Financial Solutions Advisor

    4 weeks ago

    Honolulu, 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...

  • Financial Advisor

    1 month ago

    Honolulu, Hawaii, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Pacific Bank in Honolulu, HI would allow you to join the Investment Program at Central Pacific Bank as a Financial Advisor associated with LPL Financial. Under this model...

  • Financial Advisor

    3 weeks ago

    Honolulu, Hawaii, United States LPL Financial Full time

    Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Pacific Bank in Honolulu, HI would allow you to join the Investment Program at Central Pacific Bank as a Financial Advisor associated with LPL Financial. Under this model...

  • Financial Advisor

    3 weeks ago

    Honolulu, United States Edward Jones Full time

    We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones...

  • Financial Advisor

    1 month ago

    Honolulu, United States Edward Jones Full time

    We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones...

  • Financial Advisor

    4 weeks ago

    Honolulu, United States Edward Jones Full time

    Job Description We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...

  • Financial Advisor

    1 month ago

    Honolulu, United States Edward Jones Full time

    We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones...

  • Financial Advisor

    3 weeks ago

    Honolulu, United States Edward Jones Careers Full time

    We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones...

  • Financial Advisor

    2 weeks ago

    Honolulu, United States Edward Jones Full time

    Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • Financial Advisor

    2 weeks ago

    Honolulu, United States Edward Jones Full time

    Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • Financial Advisor

    3 weeks ago

    Honolulu, United States Edward Jones Full time

    Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • Financial Advisor

    4 days ago

    Honolulu, United States VTK Partners Inc Full time

    Job Description Job Description VTK Partners is recruiting Financial Advisors on behalf of a major financial organization aggressively growing its Honolulu office. For experienced Financial Advisors with existing client relationships, this is an opportunity for greater flexibility and autonomy to manage your books. This is a hybrid role, with in-office...

  • Financial Advisor

    1 week ago

    Honolulu, United States VTK Partners Inc Full time

    Job DescriptionJob DescriptionVTK Partners is recruiting Financial Advisors on behalf of a major financial organization aggressively growing its Honolulu office. For experienced Financial Advisors with existing client relationships, this is an opportunity for greater flexibility and autonomy to manage your books. This is a hybrid role, with in-office...

  • Financial Advisor

    3 weeks ago

    Honolulu, United States Sagient Full time

    Job Description Job Description Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic...

  • Financial Advisor

    2 weeks ago

    Honolulu, United States Sagient Full time

    Job Description Job Description Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic...

  • Financial Advisor

    4 weeks ago

    Honolulu, United States Sagient Full time

    Job DescriptionJob DescriptionAre you passionate about building enduring client relationships and providing comprehensive financial guidance?Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering...

  • Financial Advisor

    1 week ago

    Honolulu, United States Sagient Full time

    Job DescriptionJob DescriptionAre you passionate about building enduring client relationships and providing comprehensive financial guidance?Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering...

  • Financial Advisor

    3 weeks ago

    Honolulu, Hawaii, United States Edward Jones Full time

    The freedom and flexibility of an entrepreneur.Backed by our vast resources.It's the best of both worlds.While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone.When you join Edward Jones, you're backed by a team of more than 4,000 experts at the home office.Ensuring you have tools and resources you need to...

  • Voya Financial Honolulu

    2 months ago

    Honolulu, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Honolulu area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...