Current jobs related to Merrill Financial Solutions Advisor-Boca Delray Market - Boca Raton - Bank of America
-
Financial Advisor
2 weeks ago
Boca Raton, United States Evershore Financial Group Full timeARE YOU…? …tired of working for “big box financial”? …working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum? …confident in your background, experience, and acumen working with individuals and businesses to reach common goals? …exhausted by making money for a large corporation with no equity...
-
Financial Advisor
2 months ago
Boca Raton, United States The PNC Financial Services Group, Inc Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Financial Advisor
3 months ago
Boca Raton, United States Evershore Financial Group Full timeARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...
-
Financial Advisor
3 months ago
Boca Raton, United States Evershore Financial Group Full timeARE YOU…?…tired of working for “big box financial”?…working with a limited number of products and services, finding yourself handcuffed to a proprietary minimum?…confident in your background, experience, and acumen working with individuals and businesses to reach common goals?…exhausted by making money for a large corporation with no equity to...
-
Certified Nursing Assistant
3 months ago
Boca Raton, United States Preferred Care at Home of Boca Raton and Delray Beach Full timeJob DescriptionJob DescriptionImmediate Openings for Caregivers Now conducting interviews from the comfort of home via video. Preferred Care at Home of Boca Raton and Delray Beach, a nationwide senior care company, is seeking qualified caregivers in the Fort Lauderdale, Boca Raton, Delray Beach, Boynton Beach area. We have up to 40 hours per week...
-
CRNA Opportunity in Boca Raton, FL
1 month ago
Boca Raton, United States Envision Physician Services Full time$75K Start Date Bonus for FT! Envision Physician Services is seeking qualified CRNAs for full-time or part-time opportunities in our Ambulatory Surgery Centers (ASCs) in Boca Raton and surrounding areas! NO CALL Highlights of this opportunity include:100% Outpatient position covering various ASCsCare Team Model4 or 5 days/weekNO CALL, NIGHTS, or...
-
Boca Raton, United States MASC Medical Full timeCardiologist Location: Boca Raton, FL Compensation: $350K w/ Production Job Description: MASC Medical is seeking an experienced and dedicated Cardiologist to join our team, serving three esteemed hospitals and two office locations. This role offers flexibility, a mix of hospital and office duties, and a competitive salary. Key...
-
Boca Raton, United States Unified Women's Healthcare Full timeBoca Babes OBGYN is seeking a Full Time or Part Time OB/GYN Physician for Boynton Beach and Boca Raton, FL private practice offices: Position Highlights: Current staff - 1 MD; 2 CNMs; 1 NP; adding Physicians for growth 2 office locations - warm, open, family-oriented environment offering full spectrum obstetrics and gynecology Offices are fully equipped with...
-
Fall 2024 Management Trainee Intern Boca Raton FL
3 months ago
Boca Raton, United States Enterprise Holdings Full timeOverview If you’re looking to hit the ground running, the Enterprise Management Internship will help you build valuable business and leadership skills. For a university/college student, the real-world professional experience you’ll receive during the internship will help you stand apart from the crowd, and will be more than just a line on your...
-
OBGYN Physician Boca Raton FL Fulltime/Parttime
3 months ago
Boca Raton, United States Unified Women's Healthcare Full timeOverviewBoca Babes OBGYN is seeking a Full Time or Part Time OB/GYN Physician for Boynton Beach and Boca Raton, FL private practice offices: Position Highlights:Current staff - 1 MD; 2 CNMs; 1 NP; adding Physicians for growth2 office locations - warm, open, family-oriented environment offering full spectrum obstetrics and gynecologyOffices are fully...
-
Boca Raton, United States Unified Women's Healthcare, LP Full timeOverviewBoca Babes OBGYN is seeking a Full Time or Part Time OB/GYN Physician for Boynton Beach and Boca Raton, FL private practice offices: Position Highlights: Current staff - 1 MD; 2 CNMs; 1 NP; adding Physicians for growth 2 office locations - warm, open, family-oriented environment offering full spectrum obstetrics and gynecology Offices are fully...
-
CRNA Opportunity in Boca Raton, FL
2 months ago
Boca Raton, FL, United States Envision Physician Services Full time$75K Start Date Bonus for FT! Envision Physician Services is seeking qualified CRNAs for full-time or part-time opportunities in our Ambulatory Surgery Centers (ASCs) in Boca Raton and surrounding areas! NO CALL!Highlights of this opportunity include:100% Outpatient position covering various ASCsCare Team Model4 or 5 days/weekNO CALL, NIGHTS, or...
-
Bus Driver
3 months ago
Boca Raton, United States Ruth & Norman Rales Jewish Family Services Full timeJob DescriptionJob DescriptionRuth & Norman Rales Jewish Family Services is currently hiring a full-time Bus Driver for Weisman Delray Community Center. This position falls under the supervision of the Director, Weisman Center and ensures the health, safety and welfare of the riders during bus transportation to and from the Center and on field trips. This...
-
Caregiver
4 weeks ago
Boca Raton, United States Preferred Care at Home of Boca Raton and Delray Beach Full timeJob DescriptionJob DescriptionCaregiver Preferred Care at Home of Boca, Delray and NPB is a nationwide senior care company, is seeking qualified caregivers in Palm Beach area. Are you looking for a positive work environment? A place where your voice is heard and respected as a valued member of the care team? Look no further. Preferred Care at Home...
-
Series 7 Registered Financial Advisor Associate
1 month ago
Boca Raton, United States Hennion & Walsh Full timeAre you a Series 7 Registered Financial Advisor? Are you trying to build a successful career as a Financial Advisor? Are you frustrated by the lack of leads and prospects? Is your path to success being impeded by your current employer? If the answer to any of these questions is yes, then Hennion & Walsh may be the answer. Our in-house lead program combined...
-
Dermatology - Boca Raton, Florida
2 months ago
Boca Raton, FL, United States National Health Partners Full timeBoca Raton / Delray Beach, Florida Dermatology PracticeEstablished Dermatology practice with highly experienced physicians offering a full range ofdermatological services, including general dermatology, Mohs, and cosmetic procedures .In-House dermatopathology with CLIA-Certified labCompetitive salary with partnership potential, flexible work schedule, full...
-
Inside Sales Specialist
2 months ago
Boca Raton, United States SpeedPro Boca Raton Full timeJob DescriptionJob DescriptionBenefits:Opportunity for advancementPaid time offTraining & developmentSpeedPro Imaging, a high impact, premiere large format graphics company seeks an outstanding Inside Sales Representative for our local studio.We produce eye popping graphics including wall murals, window graphics, trade show displays, vehicle wraps and other...
-
Travel Consultant Specialist
1 week ago
Boca Raton, Florida, United States Boca Express Travel Inc Full timeJob OverviewAs a Travel Consultant Specialist at Boca Express Travel, you will be instrumental in delivering exceptional customer service and sales expertise. The ideal candidate will have a strong understanding of both domestic and international travel, coupled with a keen attention to detail and the ability to navigate complex itineraries.Key...
-
Financial Analyst
1 month ago
Boca Raton, United States Preipo Full timePreIPO | Financial Analyst - Private Market Focus PreIPOis hiring! Financial Analyst - Private Market Focus JOB DESCRIPTION: The Financial Analyst with a private market focus will be instrumental in analyzing, modeling, and forecasting financial trends. This role calls for an individual well-versed in the private market landscape with a keen analytical...
-
Wide Format Print Specialist
3 months ago
Boca Raton, United States SpeedPro Boca Raton Full timeJob DescriptionJob DescriptionBenefits:Paid time offTraining & developmentAbout SpeedPro Imaging:At SpeedPro Imaging, we create visual experiences that change the world. How? We help businesses bring ideas to life by creating content that makes life more fun and marketing more impactful. We give our clients the power to truly engage their customers. Were the...
Merrill Financial Solutions Advisor-Boca Delray Market
2 months ago
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, 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.
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, 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
