Merrill Financial Solutions Advisor: Dallas Market

2 days ago


Dallas, Texas, 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 and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.

Key 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, 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) Journey

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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
  • Get training and one-on-one mentorship from managers who are invested in your success
  • Build connections to grow your network and business
  • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals
  • Learn about the full suite of financial solutions
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
  • Self-starter who efficiently manages time and capacity
  • Set and accomplish goals, achieving whatever you put your mind to
  • Build and nurture strong relationships
  • Collaborate effectively with others to get things done
  • Communicate effectively and confidently and is comfortable engaging all clients
  • Manage goals, navigate complexity, prioritize tasks and execute 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


  • Dallas, Texas, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Solutions Advisor to join our team in Dallas Market. As a key member of our Merrill Wealth Management team, you will be responsible for providing tailored and personalized advice to clients, assessing their financial goals, and recommending investment advisory strategies.Key...


  • Dallas, Texas, United States Bank of America Full time

    Job DescriptionMerrill 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.Key ResponsibilitiesProvide tailored and...


  • Dallas, Texas, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the Dallas area. As a key member of our team, you will be responsible for building and maintaining relationships with plan sponsors in the education market.Key Responsibilities:Prospect and schedule one-on-one appointments with plan...


  • Dallas, Texas, United States New York Life - Dallas Full time

    Job OverviewNew York Life - Dallas is dedicated to offering financial stability and reassurance through our comprehensive insurance, annuity, and investment offerings. We uphold principles of integrity and compassion in every interaction with our clients, partners, and colleagues. With a commitment to long-term stewardship, we aim to be a reliable presence...


  • Dallas, Texas, United States Dallas Venture Capital Full time

    Chief Financial OfficerDallas Venture Capital is seeking a seasoned Chief Financial Officer to join its portfolio company. This strategic role will oversee various aspects of the company's financial operations, including financial reporting, SaaS metrics analysis, equity and debt fundraising, budgeting, accounting, tax, auditing, human resources, and...


  • Dallas, Texas, United States Delta Dallas Full time

    Client Services Associate/Brokerage AssistantDelta Dallas is partnering with a Financial Wealth Management Advisory firm to fill a Client Services Associate/Brokerage Assistant role. This position is responsible for providing back-end operational support, including money movement, onboarding new clients, preparing daily reports, and assisting advisors as...

  • Night Auditor

    1 month ago


    Dallas, Texas, United States Sheraton Suites Dallas Market Cente Full time

    Job Summary:The Night Auditor is a critical role at Sheraton Suites Dallas Market Center, responsible for ensuring the smooth operation of the front desk during the overnight shift. This position requires a high level of attention to detail, organizational skills, and the ability to work independently with minimal supervision.Key Responsibilities:Front Desk...


  • Dallas, Texas, United States Delta Dallas Full time

    Client Service Associate/Brokerage AssistantDelta Dallas is partnering with a Financial Wealth Management Advisory firm to fill a Client Services Associate/Brokerage Assistant role. This position is responsible for providing back-end operational support, including money movement, onboarding new clients, preparing daily reports, and assisting advisors as...


  • Dallas, Texas, United States Blue Signal Search Full time

    Financial Technology Solutions AdvisorOur client is a forward-thinking financial organization that utilizes state-of-the-art technologies to enhance operational effectiveness and foster success for a diverse range of financial entities. They are currently in search of a highly skilled Financial Technology Solutions Advisor.The Financial Technology Solutions...

  • Financial Analyst

    2 weeks ago


    Dallas, Texas, United States LHH Full time

    Financial Analyst Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at LHH Recruitment Solutions in Dallas. As a Financial Analyst, you will play a critical role in supporting our finance and operations leadership with financial planning and analysis activities.Key Responsibilities:Develop and maintain financial models to...

  • Financial Analyst

    3 weeks ago


    Dallas, Texas, United States Dallas Independent School District Full time

    Job Title: Financial AnalystJoin the Dallas Independent School District as a Financial Analyst and contribute to the development, monitoring, and maintenance of the district's $1.6B annual budget. As a key member of the financial team, you will analyze and interpret financial results, data, and information to prepare monthly, annual, and ad-hoc financial...

  • Market Risk Manager

    16 hours ago


    Dallas, Texas, United States SpeakEZ Virtual Solutions LLC Full time

    Job OverviewSpeakEZ Virtual Solutions LLC seeks a seasoned Market Risk Manager to join their Financial Risk and Governance team in Dallas, TX, or Jersey City, NJ. The ideal candidate will have a strong background in financial risk management, focusing on market and liquidity risk. This role will oversee daily margin calculations, manage market risk...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned financial advisor looking to take your practice to the next level? Do you value innovation, flexibility, and a strong teaming model? We invite you to join Spectrum Financial Group, a forward-thinking firm that respects your experience and expertise.As a Financial Advisor at Spectrum Financial...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your practice to the next level? Do you value innovation, flexibility, and a strong teaming model? We invite you to join Spectrum Financial Group, a forward-thinking partner that respects your experience and expertise.As a Financial Advisor at our firm, you'll...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    About Spectrum Financial GroupWe are a full-service financial services firm dedicated to providing comprehensive investment advice to our clients. With decades of experience, we offer a wide range of financial solutions to investors in all stages of life.The OpportunityWe are seeking an entry-level Financial Advisor to join our growing team. As a Financial...

  • Financial Advisor

    2 days ago


    Dallas, Texas, United States Weitz and Luxenberg PC Full time

    Job Title: Wealth AdvisorWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Weitz and Luxenberg PC. As a Wealth Advisor, you will be responsible for providing expert advice to clients on personal investment products, such as mutual funds, insurance, and annuity products.Key Responsibilities:Provide personalized investment...

  • Dallas Market Manager

    3 weeks ago


    Dallas, Texas, United States Whitewatercw Full time

    About the RoleWe are seeking a highly motivated and experienced leader to join our team as a Dallas Market Manager. As a key member of our management team, you will be responsible for leading our car wash operations and driving business growth in the Dallas market.Key ResponsibilitiesFoster a positive and productive work environment that promotes employee...


  • Dallas, Texas, United States Dallas Market Center Full time

    Job Title: IT Help Desk AnalystJob Summary:Dallas Market Center is seeking a highly skilled IT Help Desk Analyst to provide technical support and troubleshooting assistance to our staff. This is a dynamic role that combines Tier 1 and Tier 2 responsibilities, requiring strong problem-solving abilities, excellent customer service skills, and a solid...


  • Dallas, Texas, United States Interlink Talent Solutions Full time

    Corporate Partner OpportunityWe are seeking a highly skilled and motivated Corporate Partner to join our practice in Dallas, Texas. Our client is a leading provider of strategic advice and tailored solutions to meet the unique needs of their clients, guiding them through the complexities of data protection, technology transactions, capital markets, corporate...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    About Spectrum Financial GroupWe are a full-service financial services firm dedicated to providing comprehensive financial solutions to investors at all stages of life. With decades of experience, we offer expert investment advice to our clients.The OpportunityWe are seeking an entry-level Financial Advisor to join our growing team at Spectrum Financial...