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Wealth Management Solutions Consultant

2 months ago

Beverly, Massachusetts, United States Bank of America Full time
Job Overview:

At Bank of America, our mission is to enhance financial well-being through meaningful connections. We are committed to Responsible Growth, which guides our operations and our service to clients, colleagues, communities, and shareholders alike.

We strive to create an inclusive and diverse workplace that values the unique backgrounds and experiences of our employees. Our commitment extends to providing competitive benefits that support the physical, emotional, and financial health of our team members and their families.

We believe in the importance of collaboration while also offering flexibility tailored to various roles within our organization.

Being part of Bank of America means embarking on a fulfilling career with ample opportunities for personal and professional growth, as well as the chance to make a significant impact.

Role Responsibilities:
This position involves engaging with affluent clients who generate annual revenues ranging from $100k to $5mm. Key responsibilities include identifying client needs, cultivating relationships, assessing investment objectives, and crafting investment recommendations that align with both current and prospective client goals.

Essential duties include leveraging technology to meet business growth targets, conducting profiling activities to ascertain a client's investment profile and financial aspirations, building a sustainable client portfolio, and providing pathways for advisors to advance their careers within the organization.

This role is subject to SAFE Act registration requirements. Employees involved in residential loan mortgage originations must register with the federal registry system and maintain good standing. Non-compliance with SAFE Act registration may lead to disciplinary actions, including termination.

Key Duties:
  • Deliver personalized financial advice through client reviews and presentations, evaluating financial objectives and proposing investment strategies.
  • Communicate tailored solutions that best fit clients' financial needs, including core banking and investment services.
  • Collaborate with Financial Advisor teams to expand their networks by sharing relevant market insights and discussing new products to enhance portfolio growth.
  • Utilize the extensive resources available across the bank to benefit clients and prospects.
  • Develop and expand a client portfolio to meet and exceed established financial targets, facilitating progression to the next advisor level.
  • Prioritize client inquiries and connect them with appropriate internal service providers based on their needs and asset levels.
Advisor Development Program (ADP) Journey:

As a Merrill Financial Solutions Advisor (MFSA), you will receive comprehensive training and mentorship designed to guide you on your path to becoming a successful independent financial advisor. You will engage with both affluent and high-net-worth clients, identifying their needs, nurturing relationships, assessing investment goals, and preparing tailored investment recommendations. This role will equip you with the relationship management skills essential for thriving in an Elite Growth Practice (EGP).

We Will Support You By:
  • Providing training and personalized mentorship from managers dedicated to your success, along with enrollment in our Academy to foster your development as an advisor.
  • Facilitating connections to grow your network and business, starting from a Merrill branch and interacting with financial advisors and high-net-worth clients.
  • Empowering you to deliver advice confidently through client reviews and presentations, including financial goal assessments and investment strategy recommendations.
  • Introducing you to a comprehensive suite of financial solutions, connecting clients to options that serve their best interests through Bank of America and Merrill.
As a Merrill FSA, You Can Anticipate:
  • A robust referral network to enhance opportunities for acquiring affluent and high-net-worth clients, along with access to specialists in various fields.
  • Effective marketing strategies to reach broader audiences.
  • Continuous professional development to refine your skills and optimize your practice as the industry evolves.
  • Potential for professional advancement and leadership roles, including leading client seminars.
Our Culture:
  • We are dedicated to fostering a workplace where every employee feels welcomed and supported in their career development. Our goal is to create an environment where all employees can achieve their aspirations.
  • We believe that diversity strengthens our organization, enabling us to better connect with and meet the diverse needs of our global clientele.
  • We offer ongoing training and development opportunities to help employees reach their goals, regardless of their background or experience.
  • We are committed to advancing our tools, technology, and operational methods, always prioritizing our clients' evolving needs.
  • We believe in responsible growth and are dedicated to supporting communities worldwide by connecting them to the necessary resources for vitality and vibrancy.
Required Qualifications:
  • Possession of Series 7 and 65 (or 66) licenses.
  • A minimum of two years' experience in the financial services industry or a sales environment with a track record of meeting or exceeding goals.
  • At least one year of experience in the investment sector, with comprehensive knowledge of investment products and services.
  • A self-starter with effective time management skills.
  • A proven ability to set and achieve goals.
  • Strong relationship-building skills.
  • Effective collaboration with others to accomplish tasks.
  • Confident communication skills, comfortable engaging with all clients.
  • Ability to manage goals, navigate complexities, prioritize tasks, and execute in a fast-paced environment.
  • A willingness to learn, adapt to new information, and seek optimal solutions for clients.
  • Thorough and diligent in integrating relevant regulatory due diligence into daily operations and long-term client strategies.
Desired Qualifications:
  • Demonstrated ability to partner effectively and promote lead generation.
  • Experience in balancing investment management, sales activities, and new client development.
  • Strong computer skills with the capacity to multitask in a demanding environment.
  • A bachelor's degree, preferably in a business-related field.
  • Additional professional designations such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC) are advantageous.
  • Possession of insurance licenses.
Skills:
  • Account Management
  • Client Investment Management
  • Client Relationship Management
  • Client Solutions Advisory
  • Relationship Development
  • Advisory Services
  • Business Development
  • Fraud Prevention
  • Pipeline Management
  • Portfolio Management
  • Client Experience Enhancement
  • Issue Resolution
  • Prospecting
  • Referral Identification
  • Sales Performance Management
Shift:
1st shift (United States of America)

Hours Per Week:
40