Merrill Financial Solutions Advisor

10 hours ago

St Louis MO USA, United States Bank of America Full time
Merrill Financial Solutions Advisor

Join our team of experienced financial professionals at Bank of America and take the first step towards a rewarding career in wealth management. As a Merrill Financial Solutions Advisor, you will be responsible for providing personalized financial advice to high-net-worth clients, helping them achieve their financial goals and objectives.

Key Responsibilities:
  • Develop and maintain relationships with clients to understand their financial needs and goals.
  • Provide tailored investment advice and recommendations to clients based on their individual circumstances.
  • Work closely with clients to identify and address their financial challenges and opportunities.
  • Stay up-to-date with market trends and economic conditions to provide informed advice to clients.
  • Collaborate with other financial professionals to provide comprehensive financial solutions to clients.
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:

Bank of America 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 and are dedicated to advancing our tools, technology, and ways of working to meet the evolving needs of our clients. We are committed to responsible growth and 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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