Merrill Financial Solutions Advisor

4 weeks ago

Anchorage, Alaska, United States Bank of America Full time
Job Summary

This role is responsible for working with high-net-worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their objectives. 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.

Key Responsibilities
  • Leverage technology to achieve business growth goals and profile activities to determine a client's investor profile and financial resource objectives.
  • Build a sustainable book of business and provide opportunities for advisors to pursue a career within the bank.
  • Partner with management to assess financial goals and recommend investment advisory strategies.
  • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
  • Learn about the full suite of financial solutions and connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
Requirements
  • Experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • Bachelor's Degree, preferably in a business-related field.
  • Experience balancing investment management, sales activities, and new client development.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Account Management, Client Investments Management, Relationship Building, Fraud Management, Pipeline Management, Client Experience Branding, and Sales Performance Management.
Benefits

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law. The company also prohibits discrimination on other bases such as medical condition, marital status, or any other factor that is irrelevant to the performance of our teammates.

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

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