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Financial Solutions Advisor

4 weeks ago

Santa Clarita, California, 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
Advisor Development Program

The Merrill Financial Solutions Advisor role provides experienced advisors with the opportunity to pursue a career within Merrill Wealth Management. Through our Advisor Development Program, you will receive training and guidance to develop the skills and knowledge necessary to succeed as a financial advisor.

What We Offer
  • A strong referral network from across the business to increase opportunities for affluent and high-net-worth client acquisition
  • Marketing strategies to reach wider audiences with greater appeal
  • Ongoing professional development to deepen your skills and optimize your practice
  • Potential opportunities for professional growth and leadership roles
Our Culture

We are 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 and are dedicated to creating an inclusive environment where all employees have the opportunity to achieve their goals.