Current jobs related to Merrill Financial Solutions Advisor - Wellesley - Bank of America

  • Experienced Financial Advisor

    2 weeks ago

    Wellesley Hills, Massachusetts, United States Bank of America Full time

    Merrill Wealth Management OpportunityMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals help clients pursue their financial goals through a personalized approach.Key...

  • Financial Advisor

    2 weeks ago

    Wellesley, Massachusetts, United States TD Bank Full time

    Job Title: Financial Advisor - Wellesley, MAWe are seeking a highly motivated and experienced Financial Advisor to join our team in Wellesley, MA. As a Financial Advisor, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...

  • Financial Advisor

    2 weeks ago

    Wellesley, Massachusetts, United States TD Bank Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our TD Wealth team. As a Financial Advisor, you will be responsible for providing exceptional client service and developing relationships with high net worth individuals and families. You will work closely with clients to understand their financial goals and develop tailored...

  • Associate Financial Advisor

    4 weeks ago

    Wellesley Hills, United States SFP Wealth Full time

    Position Overview:SFP Wealth, LLC is seeking a motivated Associate Financial Advisor to join our vibrant team and play an essential role in delivering exceptional service to our Wealth Management clients. This dynamic internal position (salaried) focuses on relationship management and client service, enabling the Associate Financial Advisor to collaborate...

  • Holistic Financial Advisor

    2 weeks ago

    Wellesley, Massachusetts, United States Equitable Advisors Full time

    Empowering Women in FinanceAt Equitable Advisors, we believe in the power of women in finance. As a Financial Professional, you will have the opportunity to make a meaningful impact on the lives of women and their families.Flexibility and ControlCreate your own schedule and balance your personal and professional lifeControl how you build your business and...

  • Financial Advisor Assistant

    1 week ago

    Wellesley Hills, Massachusetts, United States Benefit Services Incorporated Full time

    Job DescriptionAt Benefit Services Incorporated, we are seeking a highly skilled and detail-oriented Financial Advisor Assistant to join our team.Key Responsibilities:Assist the investment advisor with administering all aspects of client accounts.Act as the main contact for client inquiries and financial account action items.Interface with clients and...

  • Financial Advisor

    4 days ago

    Wellesley, Massachusetts, United States TD Bank Full time

    Job DescriptionThe Transitional Financial Advisor role is a three-year program with a draw, designed for financial advisors or planners who will be selling investment management solutions and providing financial planning guidance.Key ResponsibilitiesService the unique and complex needs of clients in the Mass Affluent (MA) segment by identifying needs,...

  • Financial Services Professional

    1 week ago

    Wellesley, United States Northwestern Mutual Full time

    Becoming a financial advisor at Northwestern Mutual offers a unique opportunity to start a business where you can help clients achieve their goals through financial planning. As a financial advisor, you will:Grow your client base by making new connections and maintaining a strong referral network.Develop and implement personalized financial plans to help...

  • Holistic Financial Coach

    4 weeks ago

    Wellesley, Massachusetts, United States Equitable Advisors Full time

    Unlock Your Financial PotentialAt Equitable Advisors, we believe that everyone deserves to live a fulfilling life, free from financial stress. As a Financial Professional, you will have the opportunity to help individuals and families achieve their financial goals and create a brighter future.Our MissionWe strive to deliver exceptional customer experiences,...

  • Holistic Financial Coach

    4 weeks ago

    Wellesley, Massachusetts, United States Equitable Advisors Full time

    Empowering Women in FinanceAt Equitable Advisors, we believe in the power of women in finance. Our Financial Professionals are dedicated to helping individuals and families achieve their financial goals and live a more fulfilling life.Flexibility and ControlCreate your own schedule and balance personal and professional lifeControl how you build your business...

  • Holistic Financial Coach

    4 weeks ago

    Wellesley, Massachusetts, United States Equitable Advisors Full time

    Empowering Women in FinanceAt Equitable Advisors, we believe in the power of women in finance. Our Financial Professionals are dedicated to helping individuals and families achieve their financial goals and live a more fulfilling life.Flexibility and ControlCreate your own schedule and balance personal and professional lifeControl your business growth and...

  • Financial Planning Associate

    2 weeks ago

    Wellesley Hills, Massachusetts, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorBecoming a financial advisor at Northwestern Mutual offers a unique opportunity to build a business that helps clients achieve their financial goals. As a financial advisor, you will:Grow your client base by developing strong relationships and providing exceptional client experiencesDesign personalized financial...

  • Financial Planning Specialist

    2 weeks ago

    Wellesley Hills, Massachusetts, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial AdvisorBecoming a financial advisor at Northwestern Mutual offers a unique opportunity to build a business that helps clients achieve their financial goals. As a financial advisor, you will:Grow Your Client Base by developing strong relationships, leveraging your network, and delivering exceptional client experiencesBuild...

  • Financial Services Associate

    4 weeks ago

    Wellesley Hills, Massachusetts, United States SFP Wealth Full time

    Position Overview:SFP Wealth, LLC is seeking a highly motivated and detail-oriented Associate Financial Advisor to join our dynamic team and play a key role in delivering exceptional service to our Wealth Management clients. This internal position focuses on relationship management and client service, enabling the Associate Financial Advisor to collaborate...

  • Holistic Financial Coach

    3 weeks ago

    Wellesley, Massachusetts, United States Equitable Advisors Full time

    Empowering Women in FinanceAt Equitable Advisors, we believe in the power of women in finance. Our Financial Professionals are dedicated to helping individuals and families achieve their financial goals and live a more fulfilling life.Flexibility and ControlCreate your own schedule and balance personal and professional lifeControl your business growth and...

  • Office Coordinator

    2 months ago

    Wellesley, Massachusetts, United States Equitable Advisors Full time

    Office CoordinatorWe are seeking a meticulous and proactive Office Coordinator to become a vital part of our esteemed financial advisory firm, Equitable Advisors. This position presents a remarkable opportunity to acquire significant experience within the financial services sector while delivering crucial assistance to our operations.Key...

  • Administrative Support Specialist

    3 weeks ago

    Wellesley, Massachusetts, United States Equitable Advisors LLC Full time

    About the RoleWe are seeking an Administrative Assistant to join our team at Equitable Advisors LLC. As an Administrative Assistant, you will play a vital role in supporting our financial professionals and clients.ResponsibilitiesAssist with paperwork processing and organizationSchedule and coordinate client review appointmentsProvide general administrative...

  • Wealth Management Associate

    3 weeks ago

    Wellesley, United States Northwestern Mutual Full time

    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized,...

  • Administrative Support Specialist

    1 month ago

    Wellesley, Massachusetts, United States Equitable Advisors Full time

    Administrative Assistant OpportunityWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Equitable Advisors. As an Administrative Assistant, you will play a critical role in supporting our financial professionals and providing exceptional client service.Responsibilities:Assist with paperwork processing and...

  • Administrative Support Specialist

    2 weeks ago

    Wellesley, Massachusetts, United States Equitable Advisors LLC Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Equitable Advisors LLC. As a key member of our support staff, you will play a critical role in ensuring the smooth operation of our financial services and wealth management practice.ResponsibilitiesAssist with paperwork processing and...

Merrill Financial Solutions Advisor

4 months ago

Wellesley, 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 Description: 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. Since this position requires SAFE Act registration, employees are 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. 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, and 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 you with 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. 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. 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 clientreviews/presentationswith 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 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 where goals were met or exceeded Minimum ofone yearexperience in the investments industry, including investment training and in-depth knowledge of investment products and services 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 Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Desired Qualifications: 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 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 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