Investment Advice Expert
1 day ago
At Disability Solutions, we believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. We empower you to bring your whole self to work, valuing diversity in our thoughts, business, and within our employees and clients.
Job DescriptionThis role is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. 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:- Delivers 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 PriorityTM solutions, through Bank of America and Merrill to meet their financial needs
- Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
- Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
- 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
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves
- Potential Opportunities for professional growth
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