Financial Solutions Advisor

3 days ago

Frisco, Texas, 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 highly motivated and results-driven Financial Solutions Advisor to join our team. As a Financial Solutions Advisor, you will work closely with high-net worth clients to identify their financial needs and develop tailored investment strategies to help them achieve their goals.

Key Responsibilities

  • Provide personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment strategies
  • Communicate solutions to clients that are best suited for their financial needs, such as core banking and investment solutions
  • Partner with financial advisor teams to build their network and promote portfolio growth
  • Develop and grow a book of business to meet and exceed pre-defined financial targets
  • Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds

Requirements

  • Currently holds Series 7 & 65 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
  • Set and accomplish goals, achieving whatever you put your mind to
  • Build and nurture strong relationships
  • Collaborate effectively with others to get things done
  • Communicate effectively and confidently and is comfortable engaging all clients
  • Manage goals, navigate complexity, prioritize tasks and execute in a fast-paced environment
  • Likes to learn, adapts to new information and seeks the right solutions for clients
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

What We Offer

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field
  • Marketing strategies to reach wider audiences with greater appeal
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves
  • Potential opportunities for professional growth
  • Leadership opportunities, including leading client and conference seminars

About Us

We are a culture that is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. We provide continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. We are committed to advancing our tools, technology and ways of working to meet the evolving needs of our clients. We believe in responsible growth and are dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

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