Merrill Financial Solutions Advisor: Dallas Market
2 days 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 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
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
- 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
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Dallas, Texas, United States Bank of America Full timeAbout 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...
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Dallas, Texas, United States Bank of America Full timeJob 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...
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