Wealth Management Solutions Consultant

1 week ago

Brooklyn, New York, United States Bank of America Full time

Wealth Management Solutions Consultant

Location: Various Locations

Position Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which is integral to our operations and our service to clients, team members, communities, and shareholders alike.

We prioritize creating an inclusive and diverse workplace, valuing a wide range of backgrounds and experiences. Our investment in our employees and their families is reflected in our competitive benefits, designed to support their physical, emotional, and financial health.

We believe in collaboration and flexibility, tailoring our approach to meet the diverse needs of our workforce.

Role Responsibilities:

This position focuses on engaging with high-net-worth clients, with annual revenues ranging from $100k to $5mm. Key duties include:

  • Identifying client needs and fostering relationships.
  • Reviewing investment objectives and formulating recommendations that align with client goals.
  • Utilizing technology to drive business growth.
  • Profiling client activities to ascertain their investor profile and financial aspirations.
  • Building a sustainable client portfolio and providing pathways for advisors within the organization.

This role is subject to SAFE Act registration requirements, necessitating compliance with federal registration protocols.

Key Responsibilities Include:

  • Delivering customized advice through client reviews and presentations, assessing financial objectives, and recommending investment strategies.
  • Communicating tailored solutions that best fit client financial needs, including core banking and investment options.
  • Collaborating with Financial Advisor teams to expand networks and share relevant market insights.
  • Leveraging the full range of resources available to benefit clients and prospects.
  • Developing and expanding a client portfolio to meet established financial targets.
  • Prioritizing client inquiries and facilitating introductions to appropriate internal resources based on client needs.

Advisor Development Program (ADP) Journey:

As a Merrill Financial Solutions Consultant, you will receive comprehensive training and mentorship to cultivate your skills as a successful financial advisor. This role offers the chance to work with affluent clients, focusing on relationship management and investment goal alignment.

We Offer:

  • Personalized training and mentorship from dedicated managers.
  • Opportunities to build a professional network and enhance your business.
  • Confidence in delivering client presentations and investment strategies.
  • Access to a full suite of financial solutions to meet client needs.

As a Merrill Financial Solutions Consultant, you can expect:

  • A robust referral network to enhance client acquisition opportunities.
  • Innovative marketing strategies to broaden outreach.
  • Continuous professional development to refine your skills.
  • Potential for career advancement and leadership roles.

Our Culture:

We are dedicated to fostering a workplace where every employee feels valued and supported in their career growth. We embrace diversity, believing it strengthens our ability to meet the varied needs of our clients.

We are committed to providing ongoing training and development opportunities, ensuring that all employees can achieve their professional goals.

We believe in responsible growth and actively support communities by connecting them with essential financial resources.

Required Qualifications:

  • Possession of Series 7 and 65 (or 66) licenses.
  • Two years of experience in the financial services industry or a sales environment.
  • A minimum of one year in the investments sector, with a solid understanding of investment products.
  • Strong relationship-building skills and effective communication abilities.

Desired Qualifications:

  • Proven ability to generate leads and develop new client relationships.
  • Experience in balancing investment management and sales activities.
  • Strong computer skills and the ability to multitask in a dynamic environment.
  • A bachelor’s degree in a business-related field is preferred.

Skills:

  • Account Management
  • Client Investment Management
  • Relationship Building
  • Business Development
  • Portfolio Management

Shift: 1st shift (United States of America)

Hours Per Week: 40

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