Merrill Financial Solutions Advisor
4 weeks ago
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 are seeking a highly motivated and results-driven Merrill Financial Solutions Advisor to join our team. As a key member of our wealth management team, you will be responsible for working with high-net worth clients to identify their financial needs and develop tailored investment strategies to meet those needs.
Key Responsibilities:
- Provide personalized advice and guidance to clients through reviews and presentations
- Communicate solutions to clients that are best suited for their financial needs
- Partner with Financial Advisor teams to build their network and promote portfolio growth
- Develop and grow a book of business to meet and exceed pre-defined financial targets
Requirements:
- Currently holds Series 7 & 65 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
About Us:
Bank of America is a leading financial institution with a commitment to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe diversity makes us stronger and are dedicated to advancing our tools, technology, and ways of working to meet the evolving needs of our clients.
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