Financial Solutions Advisor
3 weeks ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their life goals through personalized advice and guidance.
We are seeking a highly motivated and experienced Financial Solutions Advisor to join our team. As a Financial Solutions Advisor, you will work closely with high-net worth clients to identify their financial needs and develop tailored investment strategies to meet their goals.
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, and 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
Requirements:
- Currently holds Series 7 & 66 (63 & 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
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
About Us:
Bank of America is a leading financial institution that is 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 are dedicated to advancing our tools, technology, and ways of working to meet the evolving needs of our clients.
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