Merrill Financial Solutions Advisor

2 weeks ago

Pleasanton, California, United States Bank of America Full time
About the Role

Merrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for building relationships with clients, identifying their needs, and developing tailored investment strategies to meet their objectives.

Key Responsibilities
  • Provide personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
  • Communicate solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority solutions.
  • Partner 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.
  • Understand and access the full breadth of resources across the bank to benefit clients or prospects.
  • Develop and grow 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.
  • Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds.
Advisor Development Program

The Advisor Development Program (ADP) is a comprehensive training and development program designed to help new advisors develop the skills and knowledge needed to succeed in their role. Through this program, 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.

What We Offer
  • 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, 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.
Requirements
  • Currently holds Series 7 & 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.

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