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Merrill Financial Solutions Advisor

2 months ago

St Simons Island, Georgia, United States Bank of America Full time
About the Role

We are seeking a highly motivated and experienced Financial Advisor to join our Merrill Wealth Management team at Bank of America. As a Merrill Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key Responsibilities
  • Provide personalized financial advice and guidance to clients, including investment recommendations and portfolio management.
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Collaborate with other financial professionals to deliver comprehensive financial solutions to clients.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance with all relevant laws and regulations.
  • Participate in ongoing training and professional development to enhance skills and knowledge.
Requirements
  • Currently holds Series 7 & 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.
Preferred 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.
  • A 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.
What We Offer
  • 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.
About Us

At Bank of America, we're committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe diversity makes us stronger, and we're dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.