Financial Solutions Advisor

4 days ago


Burlington, Massachusetts, United States Bank of America Full time
About the Role

We are seeking a highly skilled and motivated Financial Solutions Advisor to join our team at Merrill Wealth Management. As a Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.

Key Responsibilities
  • Provide tailored and 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, 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
  • Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds
About the Team

As a Financial Solutions Advisor at Merrill Wealth Management, you will be part of a dynamic team that is dedicated to helping clients achieve their financial goals. We are committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.

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
  • Self-starter who efficiently manages time and capacity
  • Sets and accomplishes goals, achieving whatever you put your mind to

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