Merrill Financial Solutions Advisor

16 hours ago


Saginaw, Michigan, United States Bank of America Full time
About the Role

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, assessing their financial goals and recommending investment strategies.
  • Communicate solutions to clients that meet their financial needs, such as core banking, investment, and life priority solutions.
  • Partner with financial advisor teams to build their network, sharing market developments and discussing new products to promote portfolio growth.
  • Understand and access the full breadth of resources across the bank to benefit clients or prospects.
  • Develop and grow a book of business to meet and exceed pre-defined financial targets.
What We Offer

As a Merrill Financial Solutions Advisor, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and advance your career within the bank. We offer a comprehensive training program, ongoing professional development, and a supportive team environment.

Requirements
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) 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.
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.


  • Saginaw, Michigan, United States Merrill Technologies Group Full time

    About the RoleWe are seeking a highly motivated and experienced Business Development Manager to join our team at Merrill Technologies Group. As a key member of our sales team, you will be responsible for driving business growth and expansion through strategic partnerships and customer relationships.Key ResponsibilitiesDevelop and execute business growth...

  • Welding Inspector

    1 week ago


    Saginaw, Michigan, United States MERRILL TECHNOLOGIES GROUP Full time

    Job SummaryWe are seeking a highly skilled Welding Inspector to join our team at MERRILL TECHNOLOGIES GROUP. As a Welding Inspector, you will be responsible for ensuring the quality of welds in various manufacturing settings.Key ResponsibilitiesPerform non-destructive tests and evaluations to determine the acceptance or rejection of welds.Interpret welds...


  • Saginaw, Michigan, United States Merrill Technologies Group Full time

    Job Title: Business Development ManagerWe are seeking a highly motivated and experienced Business Development Manager to join our team at Merrill Technologies Group. As a Business Development Manager, you will be responsible for building and maintaining strong relationships with existing and potential customers, identifying new business opportunities, and...


  • Saginaw, Michigan, United States Meron Financial Agency Full time

    Unlock Your Potential with Meron Financial AgencyWe're a leading firm committed to empowering individuals and businesses to achieve their financial goals. Our client-centric approach, cutting-edge technology, and supportive team environment provide the tools and opportunities you need to thrive.As a Financial Protection Specialist, you'll work with...

  • Tax Advisor

    1 week ago


    Saginaw, Michigan, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients. You will work closely with our clients to understand their tax needs and provide personalized solutions to help them achieve their...


  • Saginaw, Michigan, United States Hantz Group Full time

    About Hantz GroupHantz Group is a Michigan-based financial company that provides comprehensive financial services to individuals and businesses. Our team of experts works collaboratively to deliver tailored solutions that help clients achieve their financial goals.Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our...


  • Saginaw, Michigan, United States Rehmann Full time

    About the RoleYour passion and purpose are at the forefront of our organization. We're seeking a highly motivated and results-driven professional to join our team as a Taxation and Financial Solutions Manager. In this role, you will have the opportunity to develop and implement innovative solutions for our clients' taxation, financial, and business needs.Key...


  • Saginaw, Michigan, United States PNC Investments LLC Full time

    Job SummaryPNC Investments LLC is seeking a highly skilled Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...


  • Saginaw, Michigan, United States PNC Investments LLC Full time

    Job SummaryPNC Investments LLC is seeking a highly skilled Financial Advisor to join our team. As a key member of our organization, you will be responsible for providing expert financial guidance and advice to clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...


  • Saginaw, Michigan, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will play a critical role in empowering customers to achieve their financial goals by providing access to responsible and affordable financing solutions.Key ResponsibilitiesDeliver...


  • Saginaw, Michigan, United States OneMain Financial Full time

    Job SummaryWe are seeking a highly motivated and results-driven Consumer Loan Sales Specialist to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for delivering exceptional customer service, building strong relationships with customers, and providing financial solutions that meet their needs.Key...


  • Saginaw, Michigan, United States My Member Insurance Agency Full time

    Job OverviewMy Member Insurance Agency is expanding, and we are in search of a dedicated individual to fill the role of a licensed customer service advisor. We are looking for a motivated and proactive professional who excels in a dynamic work environment, offering a promising career path with substantial income and growth opportunities.At My Member...


  • Saginaw, Michigan, United States Nouphay Kongphongmany - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and experienced Insurance and Financial Services Representative to join our team at Nouphay Kongphongmany - State Farm Agent. As a key member of our agency, you will play a vital role in growing our business and delivering exceptional customer service.Key ResponsibilitiesDevelop and maintain strong relationships...


  • Saginaw, Michigan, United States Horace Mann Full time

    Horace Mann Insurance Advisor OpportunityWe are seeking a highly motivated and results-driven Insurance Advisor to join our team in the Monroe and West Monroe area. As an Insurance Advisor, you will be responsible for building relationships with clients, identifying their family insurance protection needs, and recommending the best preservation and insurance...


  • Saginaw, Michigan, United States Horace Mann Full time

    About the Role:We are seeking a highly motivated and results-driven Insurance Sales Representative to join our team at Horace Mann. As an Insurance Advisor, you will be responsible for building relationships with clients, identifying their family insurance protection needs, and recommending the best preservation and insurance solutions to meet their...


  • Saginaw, Michigan, United States BlueWave Solutions Full time

    About BlueWave SolutionsWe are the digitalization partner of the cooperative financial group, combining decades of banking expertise with modern information technology. Our IT solutions and services, tailored to banks, range from data center operations to app development. We leverage cutting-edge technologies like artificial intelligence and smart data,...

  • Security Officer

    3 weeks ago


    Saginaw, Michigan, United States Teachout Security Solutions Full time

    We're seeking highly motivated and detail-oriented individuals to join our team as Security Officers. As a Security Officer with Teachout Security Solutions, you will play a vital role in ensuring the safety and security of our clients' properties.Key Responsibilities:Provide exceptional customer service to visitors and clientsConduct regular patrols of the...


  • Saginaw, Michigan, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading financial services company, is seeking a highly skilled Tax Planning Specialist to join our team. As a Tax Planning Specialist, you will play a critical role in helping our clients achieve their financial goals by providing expert tax planning and strategy services.Key Responsibilities:Analyze tax liability and develop...

  • Senior Tax Strategist

    17 hours ago


    Saginaw, Michigan, United States Hantz Group Full time

    Job OpportunityHantz Group, a leading financial services company, is seeking a highly skilled Senior Tax Strategist to join our team. As a key member of our tax planning department, you will play a critical role in helping our clients achieve their financial goals.Key Responsibilities:Analyze tax liabilities and develop strategies to minimize tax...


  • Saginaw, Michigan, United States Hantz Group Full time

    Job OpportunityAt Hantz Group, we are seeking a highly skilled Tax Planning Specialist to join our team of financial professionals. Our company is a Michigan-based financial services firm that provides a range of services to individuals and businesses. We are committed to delivering exceptional results and building long-term relationships with our...