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Merrill Financial Solutions Advisor

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Westlake Village, United States National Black MBA Association 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, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. 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 brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused and effective. Job 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. 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). 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. 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. 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. Believes diversity makes us stronger. Provides continuous training and developmental opportunities to help employees achieve their goals. Is committed to advancing our tools, technology, and ways of working. 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 of one year experience 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. Builds and nurtures strong relationships. Collaborates effectively with others. Communicates effectively and confidently. Manages goals and prioritizes tasks in a fast-paced environment. 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 a business-related field. Skills: Account Management Client Investments Management Client Management Relationship Building Business Development Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr