Financial Solutions Advisor

3 days ago


San Jose, California, United States Bank of America Full time
Merrill Financial Solutions Advisor Job Description

Job Summary:

Merrill Financial Solutions Advisors work with high-net worth clients in a Merrill branch, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

Key Responsibilities:

  • Leverage technology to achieve business growth goals
  • Profile activities to determine a client's investor profile and financial resource objectives
  • Build a sustainable book of business and provide opportunities for advisors to pursue a career within the bank

Role Specifics:

This role is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

Advisor Development Program (ADP) Journey:

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.

Benefits:

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Requirements:

  • Currently holds FINRA Securities Industry Essentials (SIE)
  • 4+ years of progressive professional and/or military experience
  • Ability to obtain Series 7 and 66 licenses within allotted program time

Desired Qualifications:

  • Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Strong computer skills and the ability to multitask in a demanding environment

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



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