Financial Solutions Advisor

5 days ago


Iselin, New Jersey, United States Bank of America Full time
Job Description

Merrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment advice to help clients achieve their objectives.

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 internal service providers based on client needs and asset thresholds
The Advisor Development Program (ADP) Journey

As a Merrill Financial Solutions Advisor, you will have the opportunity to work with both affluent and high-net-worth clients, identifying needs, developing relationships, and providing investment advice. You will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP) and will have the potential to progress to the next stage of training.

What We Offer
  • Training and one-on-one mentorship from experienced managers
  • Opportunities to build connections and grow your network
  • Deliver advice through client reviews and presentations with confidence
  • Learn about the full suite of financial solutions and connect clients to solutions that meet their needs
Requirements
  • Currently holds Series 7 & 66 licenses
  • Two years' experience working in the financial service industry and/or a sales environment
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Desired Qualifications
  • Proven ability to partner and promote lead generation
  • Experience balancing investment management, sales activities, and new client development
  • Strong computer skills and the ability to multitask in a demanding environment


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