Merrill Team Financial Advisor
3 weeks ago
Merrill Team Financial Advisor 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 specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 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. Merrill Team Financial Advisor Business Development Program The Merrill Wealth Management Team Financial Advisor (TFA) engages in: Developing a book of business in order to meet and exceed the required performance hurdles. Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet customer needs. Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences. Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan. Planning and managing resources (time, people, budget) to run a productive practice. Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client. Establishing and maintaining relationships with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies. Completing mandated training, assessments, performance goals and continuing education requirements. The TFA engages in all of the above activities with the support and mentorship of a Financial Advisor Team. The Team Financial Advisor receives: The strength and name recognition of Merrill and Bank of America. World class training throughout their career with Merrill Wealth Management. State of the art software programs to assist in your success. Access to a full array of investment and banking products for your clients. Coaches or mentors located within your office to work with you towards your success. Ideal candidates: The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Successful candidates have at least three years of full time sales experience in ever more challenging environments. The sales experience should include the successful use of outbound sales techniques to exceed sales goals. Financial acumen gained through work experience is ideal. Essential Duties and Responsibilities: Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles. Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance). Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course. Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program. Required Qualifications: Proven ability to engage with and influence others. Exceptional interpersonal and relationship building skills. Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility. Proven ability to assess needs of clients and recommend appropriate solutions/interventions. Proven ability to work collaboratively on a team and with key partners. Proven ability to listen and probe for clarity and understanding. Goal and results oriented. Ability to source clients through prospecting and networking. Ability to work in an environment where the majority of your compensation is tied to your performance. Strong follow-through skills. Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel. Desired Qualifications: At minimum a Bachelor’s Degree. Demonstrated track record of success. Proficiency in using Sales Force / Client Relationship Manager Tool. Strong understanding of the Financial Advisor role. 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 your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr
-
Financial Advisor Assistant
4 days ago
Chicago, Illinois, United States Bank of America Full timeJob 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,...
-
Financial Advisor
3 weeks ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial Advisor Location: Lincoln Park - Chicago, IL Company: STRIDE Investments About Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
-
Financial Advisor
2 months ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
-
Financial Advisor
2 months ago
Chicago, United States STRIDE Financial Full timeJob Title: Licensed Financial AdvisorLocation: Lincoln Park - Chicago, ILCompany: STRIDE InvestmentsAbout Us: STRIDE Investments is a leading private wealth management firm based in Chicago, dedicated to providing exceptional financial planning and wealth management services. Our mission is to help clients achieve their financial goals through...
-
Financial Advisor
2 months ago
Chicago, United States Pure Financial Advisors, LLC Full timePure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $6.29 billion in assets (as of March 25, 2024) and services clients across the nation. We are headquartered in...
-
Financial Advisor
3 months ago
Chicago, United States Wintrust Financial Full timeWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC,...
-
Financial Advisor
2 months ago
Chicago, United States Wintrust Financial Full timeJob DescriptionWintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust...
-
Voya Chicago Financial Advisor
3 months ago
Chicago, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Chicago area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...
-
Financial Advisor Support Specialist
1 week ago
Chicago, United States AFC Financial Advisory Corporation Full time $40,000 - $60,000Job DescriptionJob DescriptionAre you interested in working in the financial services and wealth management industry?Would you like to become a financial advisor?Our firm is offering a truly unique opportunity for just the right candidate. We will hire someone who may be interested in becoming a financial advisor but does not know how to get started. You...
-
Client Service Associate
7 days ago
Chicago, United States Bank of America Full timeJob 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,...
-
Registered Wealth Management Client Associate
3 months ago
Chicago, United States The Bank of America Corporation Full timeMerrill 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 Client Associate, Management, Wealth, Registered, Financial Advisor, Associate
-
Client Service Associate
2 weeks ago
Chicago, United States The Bank of America Corporation Full timeMerrill 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 Client Service, Associate, Financial Advisor, Client Associate, Service, Management, Retail
-
Financial Advisor
3 weeks ago
Chicago, United States New York Life - Todd Couture Full timeJob DescriptionJob DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication...
-
Financial Advisor
1 month ago
Chicago, United States The Ladders Full timeAs a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their...
-
Financial Advisor
1 month ago
Chicago, United States RK Partners Full timeJob DescriptionJob DescriptionAs a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has...
-
Financial Investment Advisor
2 weeks ago
Chicago, Illinois, United States Calamos Asset Management Full timePosition Overview:The Financial Investment Advisor Level I plays a crucial role in enhancing the telephonic outreach within designated regions, complementing the sales initiatives led by the territory's Vice President of Investment Consulting. This role is pivotal in formulating strategies aimed at broadening Calamos' market presence within the assigned...
-
Senior Financial Advisor
3 months ago
Chicago, United States Moneta Corporation Full timeCompany Description Are you a financial advisor looking to redefine what it means to be an independent entrepreneur? Moneta, one of the nation's largest independent Registered Investment Advisors (RIAs), is inviting you to join our dynamic community. Here, you can amplify your client service without sacrificing ownership or control. At Moneta, we've crafted...
-
Financial Advisor Preparatory Program
3 months ago
Chicago, United States Northwestern Mutual - Greater Chicago Full timeJob DescriptionJob DescriptionFINANCIAL ADVISOR PREPARATORY PROGRAMYou will gain hands-on and real-world experience as you begin on the career path of becoming a Financial Advisor. Through our personal and professional development training, you will not only learn how to build and maintain relationships within your community, but you will also have the...
-
Senior Financial Planning Advisor
2 weeks ago
Chicago, Illinois, United States The University of Chicago Medicine Full timePosition Overview:Become an integral part of a prestigious academic healthcare institution at The University of Chicago Medicine as a Senior Financial Planning Advisor within the Financial Reporting division. This position offers a hybrid work model, requiring occasional in-office presence based on project needs.Role Summary:The Senior Financial Planning...
-
Investment Research Associate
1 day ago
Chicago, Illinois, United States Mesirow Financial Full timeAbout Mesirow FinancialMesirow Financial is a leading independent, employee-owned financial services firm with a rich history dating back to 1937. Headquartered in Chicago, our global presence spans multiple offices, serving clients through a range of capabilities, including Global Investment Management, Capital Markets and Investment Banking, and Advisory...