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Investment Advisory Consultant

2 months ago

Wilson, North Carolina, United States Bank of America Full time

Position Overview:

The role focuses on engaging with affluent clients, understanding their financial objectives, nurturing relationships, and offering tailored investment strategies that align with their aspirations. Key duties include utilizing technology to enhance business development, assessing client profiles, expanding a personal client portfolio, and providing support to advisory teams. Registration under the SAFE Act for mortgage origination is a requirement for this position, and maintaining this registration is essential to avoid potential disciplinary measures.

Key Responsibilities:

  • Deliver customized financial guidance to clients
  • Articulate comprehensive financial solutions
  • Work collaboratively with Financial Advisor teams
  • Leverage bank resources effectively
  • Expand and manage a personal client portfolio
  • Facilitate introductions to internal service teams

Advisor Development Program (ADP) Pathway:

This program offers comprehensive training and mentorship aimed at cultivating successful financial advisors. Enhance relationship management capabilities to thrive in a high-growth practice. Opportunities for advancement within Merrill Wealth Management are available.

Support We Provide:

  • Access to training and mentorship
  • Opportunities to build professional connections
  • Confidence in delivering financial advice
  • Insights into diverse financial solutions

As a Merrill Financial Solutions Advisor, You Can Anticipate:

  • A robust referral network
  • Innovative marketing strategies
  • Opportunities for professional growth
  • Leadership development initiatives

Essential Qualifications:

  • Possession of Series 7 & 65 licenses
  • A minimum of two years in financial services or sales
  • At least one year of experience in the investment sector
  • Self-motivated with a strong goal-oriented mindset
  • Excellent communication abilities