Merrill Team Financial Advisor

5 days ago


Baton Rouge, Louisiana, United States Bank of America Full time
About the Role

We are seeking a highly motivated and results-driven Financial Advisor to join our Merrill Wealth Management team. As a Financial Advisor, you will be responsible for developing a book of business, sourcing prospective clients, and providing customized solutions to meet their financial needs.

Key Responsibilities
  • Develop a book of business to meet and exceed performance hurdles
  • Effectively source prospective clients, assess their needs, and recommend suitable investment products and services
  • Balance investment growth, referral activities, customer follow-up, and administrative compliance
  • Plan and manage resources to run a productive practice
  • Establish and maintain relationships with the management team and inform them of any circumstances requiring supervisory attention
  • Complete mandated training, assessments, and performance goals
Requirements
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship-building skills
  • Effective communication skills (written and verbal)
  • Proven ability to assess client needs and recommend suitable solutions
  • Proven ability to work collaboratively on a team and with key partners
  • Goal and results-oriented
  • Ability to source clients through prospecting and networking
  • Ability to work in an environment where compensation is tied to performance
Preferred Qualifications
  • At least three years of full-time sales experience in challenging environments
  • Successful use of outbound sales techniques to exceed sales goals
  • Financial acumen gained through work experience
  • Proficiency in using Sales Force/Client Relationship Manager Tool
About Bank of America

Bank of America is a leading provider of comprehensive wealth management and investment products and services. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.



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