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Merrill Financial Solutions Advisor

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San Jose, 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 teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us Job Responsibilities: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority solutions. Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth. Understands and accesses the full breadth of resources across the bank to benefit clients or prospects. Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor. Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds. The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. We’ll help you: Get training and one-on-one mentorship from managers who are invested in your success. Build connections to grow your network and business. Deliver advice through client reviews/presentations with confidence. Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest. 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. Marketing strategies to reach wider audiences. Ongoing professional development to deepen your skills. 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 supported. Believes diversity makes us stronger. Provides continuous training and developmental opportunities. Is committed to advancing our tools, technology, and ways of working. Believes in responsible growth and is dedicated to supporting communities. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Two years' experience working in the financial service industry and/or a sales environment. Minimum of one year experience in the investments industry. Self-starter who efficiently manages time and capacity. Sets and accomplishes goals. Builds and nurtures strong relationships. Collaborates effectively with others. Communicates effectively and confidently. Manages goals and prioritizes tasks. Likes to learn and adapts to new information. Thorough in incorporating relevant regulatory due diligence. Desired Qualifications: Proven ability to partner and promote lead generation. Experience balancing investment management and sales activities. Strong computer skills and the ability to multitask. Bachelor's degree, preferably in business-related field. Achieved additional professional designations. Skills: Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification Sales Performance Management Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr