Current jobs related to Merrill Financial Solutions Advisor-Capitol Market - Austin - Bank of America

  • Financial Advisor

    4 weeks ago

    Austin, Texas, United States SNI Financial Full time

    Join SNI Financial as a Financial AdvisorSNI Financial has partnered with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor. This is an exciting opportunity for a motivated and entrepreneurial individual to build a successful book of business and align custom investment solutions with clients to help them...

  • Financial Advisor

    1 month ago

    Austin, United States SNI Financial Full time

    SNI Financial has partnered with an incredible Investment Management Firm located in Austin, Texas to expand their team with a Financial Advisor. The ideal candidate will align custom investment solutions to help clients work toward their long-term financial goalsMotivated by engaging clients and building long term relationshipsPossess an entrepreneurial...

  • Financial Advisor

    1 week ago

    Austin, United States Atria Wealth Solutions Full time

    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the northern part of their Austin TX market.Job SummaryUnder direct supervision, the individual in this position is expected to provide members, non-members, and UFCU employees with financial and retirement...

  • Financial Advisor

    2 weeks ago

    Austin, Texas, United States Atria Wealth Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Advisor to join our team at University Federal Credit Union. As a Financial Advisor, you will be responsible for providing expert financial and retirement planning services to our members, non-members, and employees.Key ResponsibilitiesConduct webinars, seminars, and workshops on financial and...

  • Financial Services Coordinator

    4 weeks ago

    Austin, Texas, United States REAP Financial Full time

    Paraplanner Job DescriptionAt REAP Financial Group, we're seeking a skilled Paraplanner to join our team of financial advisors. As a Paraplanner, you'll play a crucial role in supporting our advisors in servicing prospects and clients, preparing for meetings, conducting investment research, and making preliminary financial planning recommendations.Key...

  • Certified Automotive Technician

    2 weeks ago

    Austin, Texas, United States Capitol Chevrolet Full time

    Join Our Team at Capitol ChevroletWe are seeking a highly skilled and motivated Certified GM Automotive Technician to join our team at Capitol Chevrolet, the #1 Chevy dealership in the Nation. Our state-of-the-art service facility is opening soon, and we are looking for individuals who are passionate about delivering exceptional customer service and quality...

  • Vice President, Market Data Strategy

    1 week ago

    Austin, Texas, United States LPL Financial Full time

    Job OverviewThe Vice President, Market Data Strategy is responsible for developing and implementing market data strategies to drive business growth and improve customer experience. This role will work closely with cross-functional teams to identify opportunities and develop solutions to meet the evolving needs of our advisors and...

  • Credit Solutions Advisor

    2 weeks ago

    Austin, Texas, United States Bank of America Full time

    Job Title: Credit Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice. As a Credit Solutions Advisor, you will play a critical role in providing tailored solutions to our clients, helping them navigate the complexities of borrowing and banking.Key...

  • Financial Services Advisor

    2 weeks ago

    Austin, Texas, United States University Federal Credit Union Full time

    Job SummaryThe Financial Advisor provides members, non-members, and UFCU employees with financial and retirement planning services. The Financial Advisor will provide investment advice by drawing upon a broad range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and...

  • Financial Solutions Advisor

    2 weeks ago

    Austin, Texas, 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. As a Credit Solutions Advisor, you will play a critical role in providing specialized and personalized service to our clients, offering advice and guidance on borrowing and banking solutions.Key...

  • Financial Advisor

    4 weeks ago

    Austin, United States SNI Companies Full time

    SNI Financial has partnered with an incredible Investment Management Firm located in Austin, Texas to expand their team with a Financial Advisor. The ideal candidate will align custom investment solutions to help clients work toward their long-term financial goalsMotivated by engaging clients and building long term relationshipsPossess an entrepreneurial...

  • Associate Financial Advisor

    2 weeks ago

    Austin, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Financial Operations Coordinator

    1 month ago

    Austin, Texas, United States REAP Financial Full time

    Client Service SpecialistAt REAP Financial Group, we're dedicated to empowering families to reimagine what matters most. As a Client Service Specialist, you'll play a vital role in ensuring the smooth day-to-day operations of our practice while providing exceptional customer service to our clients and prospects.Key Responsibilities:Process new business...

  • Financial Services Professional

    1 month ago

    Austin, Texas, United States SNI Financial Full time

    Financial Advisor OpportunitySNI Financial is partnering with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor.The ideal candidate will provide financial planning support to clients, align custom investment solutions to help them achieve their long-term financial goals, and build a successful book of...

  • Associate Financial Advisor

    2 weeks ago

    Austin, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Associate Financial Advisor

    1 week ago

    Austin, Texas, United States Edward Jones Full time

    About the Role:We are seeking a highly skilled Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our financial advisors to provide personalized investment and financial solutions to clients.Key Responsibilities:Gather information and collect suitability to deeply understand clients'...

  • Associate Financial Advisor

    2 weeks ago

    Austin, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Financial Services Professional

    1 month ago

    Austin, Texas, United States Atria Wealth Solutions Full time

    Job Title: Financial AdvisorUniversity Federal Credit Union is seeking a Financial Advisor to join their team in the northern part of their Austin, TX market.About the RoleAs a Financial Advisor, you will provide members, non-members, and UFCU employees with financial and retirement planning services. You will provide investment advice, recommend appropriate...

  • Senior Financial Advisor

    2 weeks ago

    Austin, Texas, United States Bronson Kinkade Consulting Full time

    Job OverviewAt Bronson Kinkade Consulting, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our sales team, you'll be responsible for introducing financial products to individuals seeking more information.Key ResponsibilitiesDevelop and maintain relationships with clients to understand their financial needs and...

  • Associate Financial Advisor

    2 weeks ago

    Austin, TX, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive...

Merrill Financial Solutions Advisor-Capitol Market

2 months ago

Austin, United States Bank of America Full time

Job Description: Job Description At Bank of America, were guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. Were looking for the next generation of financial advisorsthose with a passion for people and drive to make clients financial lives better. Youll advise and guide clients on how to achieve their financial goals. Additionally, youll be equipped with the expertise to support them with personal investing tools and resources. During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. 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, well 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. 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. Your position requires SAFE Act registration and youll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Well help you Get training and one-on-one mentorship from managers who are invested in your success. Youll 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, youll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. Deliver advice through client reviews/presentations with 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 Were 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 skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services) Is a 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. Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: 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. A bachelors 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. Shift: 1st shift (United States of America) Hours Per Week: 40