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Merrill Financial Solutions Advisor: Louisiana Mississippi Market

2 months ago

Chico, California, United States Bank of America Full time
Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.

Key Responsibilities:
  • Provide tailored advice to clients through reviews and presentations, assessing their financial goals and recommending investment strategies.
  • Communicate solutions to clients that meet their financial needs, such as core banking and investment solutions.
  • Partner with financial advisor teams to build their network and promote portfolio growth.
  • Develop and grow a book of business to meet and exceed financial targets.
  • Prioritize client requests and make introductions to internal service providers based on client needs and asset thresholds.
The Advisor Development Program (ADP) Journey:

As a Merrill Financial Solutions Advisor, you will have the opportunity to work with affluent and high-net worth clients, identifying their needs, developing relationships, and preparing investment recommendations. You will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP) and have the potential to progress to the next stage of training.

We'll Help You:
  • 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.
  • Learn about the full suite of financial solutions and connect clients to solutions that meet their needs.
As a Merrill FSA, You Can Look Forward to:
  • A strong referral network from across the business to increase opportunities for client acquisition.
  • Marketing strategies to reach wider audiences.
  • Ongoing professional development to deepen your skills and optimize your practice.
  • Potential opportunities for professional growth and leadership.
We're a Culture That:
  • Is committed to building a workplace where every employee is welcomed and supported.
  • Believes diversity makes us stronger and values different perspectives.
  • Provides continuous training and developmental opportunities to help employees achieve their goals.
  • Is committed to advancing our tools, technology, and ways of working to meet evolving client needs.
  • Believes in responsible growth and supports communities around the world.
Required Qualifications:
  • Currently holds Series 7 & 65 licenses.
  • Two years' experience working in the financial service industry and/or a sales environment.
  • 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.
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 a 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