Financial Solutions Advisor

4 weeks ago

Boulder, Colorado, 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.

We are seeking a Financial Solutions Advisor to join our team in Boulder, Colorado. As a Financial Solutions Advisor, you will work with high-net worth clients to identify their financial needs and develop tailored investment strategies to help them achieve their goals.

Key responsibilities include:

  • Providing personalized advice to clients through reviews and presentations
  • Communicating solutions to clients that are best suited for their financial needs
  • Partnering with Financial Advisor teams to build their network and promote portfolio growth
  • Developing and growing a book of business to meet and exceed pre-defined financial targets

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

Responsibilities:

  • Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
  • Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
  • Partners 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
  • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
  • Develops and grows 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

The 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. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

What We Offer:

  • 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, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals
  • Learn about the full suite of financial solutions

Requirements:

  • Currently holds Series 7 & 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

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

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

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