Merrill Financial Solutions Specialist
6 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As a Merrill Financial Solutions Advisor, you will help clients pursue their financial goals through personalized advice and guidance. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
The job is responsible for working with 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. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.
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 PriorityTM 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
- Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
The salary range for this role is $75,000 - $85,000 annualized salary, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.
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