Merrill Financial Solutions Advisor

2 days ago

San Diego, California, United States Bank of America Full time
Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.

We believe in building long-term relationships with our clients and providing them with the tools and resources they need to succeed. Our financial advisors are committed to delivering exceptional service and helping clients navigate the complexities of the financial markets.

Responsibilities:
  • 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, as well as 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.
Advisor Development Program:

The Advisor Development Program (ADP) is a comprehensive training and development program designed to help new advisors develop the skills and knowledge they need to succeed in their roles. Through the ADP, advisors will have the opportunity to work with experienced advisors, participate in training and development programs, and receive feedback and coaching to help them improve their performance.

As a Merrill Financial Solutions Advisor, you will have the opportunity to work with 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:
  • 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.
Our Culture:
  • We are committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
  • We believe diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
  • We provide continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
  • We are committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
  • We 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:
  • 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.

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