Financial Solutions Advisor

24 hours ago

Spring Valley, Nevada, United States Bank of America Full time

About This Role

Merrill is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Financial Solutions Advisor with Merrill, you will play a key role in helping clients pursue their goals through personalized investment advice and guidance.

Your Responsibilities

As a Financial Solutions Advisor, you will:

  • Provide tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
  • Communicate solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
  • Partner 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
  • 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 to measure their ability to progress to the next phase as an advisor
  • Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds

The Advisor Development Program (ADP)

The Merrill Financial Solutions Advisor (MFSA) role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

What We Offer

As a Financial Solutions Advisor with Merrill, you will have access to:

  • Training and one-on-one mentorship from managers who are invested in your success
  • 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 and leadership opportunities, including leading client and conference seminars

About Us

Banks of America believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. We are committed to advancing our tools, technology, and ways of working to meet the evolving needs of our clients. We also believe in responsible growth and are dedicated to supporting communities around the world by connecting them to the lending, investing, and giving they need to remain vibrant and vital.

Required Qualifications

To be considered for this role, you should have:

  • Currently holds Series 7 & 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
  • Self-starter who efficiently manages time and capacity
  • Sets and accomplishes goals, achieving whatever you put your mind to
  • Builds and nurtures strong relationships
  • Collaborates effectively with others to get things done
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Manages goals, navigates complexity, prioritizes tasks, and executes 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

Desired Qualifications

We also welcome candidates with:

  • 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
  • Bachelor's degree, preferably in a business-related field
  • Additional professional designations, such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)

Skills

As a Financial Solutions Advisor with Merrill, you will have opportunities to develop and apply a range of skills, including:

  • Account Management
  • Client Investments Management
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Advisory
  • Business Development
  • Fraud Management
  • Pipeline Management
  • Portfolio Management
  • Client Experience Branding
  • Issue Management
  • Prospecting
  • Referral Identification
  • Sales Performance Management

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