Merrill Financial Solutions Advisor

4 weeks ago


Akron, Ohio, United States Bank of America Full time
Job Title: Merrill Financial Solutions Advisor

Job Summary:

We are seeking a highly motivated and detail-oriented Merrill Financial Solutions Advisor to join our team. As a Merrill Financial Solutions Advisor, you will be responsible for working with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their goals.

Key Responsibilities:

* Leverage technology to achieve business growth goals
* Profile activities to determine a client's investor profile and financial resource objectives
* Build a sustainable book of business and provide opportunities for advisors to pursue a career within the bank

Requirements:

* Currently holds FINRA Securities Industry Essentials (SIE) license
* 4 years of progressive professional and/or military experience
* Ability to obtain Series 7 and 66 licenses within allotted program time
* Self-starter who efficiently manages time and capacity
* Sets and accomplishes goals, achieving whatever one sets their mind to
* Builds and nurtures strong relationships
* Collaborates effectively with others to get things done
* Communicates effectively and confidently and is comfortable engaging all clients
* Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment

Desired Qualifications:

* Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
* Strong computer skills and the ability to multitask in a demanding environment
* Bachelor's Degree, preferably in business-related field
* Proven ability to partner and promote lead generation
* Experience balancing investment management, sales activities, and new client development
* Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
* Obtained insurance licenses

Skills:

* Account Management
* Client Investments Management
* Client Management
* Client Solutions Advisory
* Relationship Building
* Advisory
* Business Development
* Fraud Management
* Pipeline Management
* Portfolio Management
* Client Experience Branding
* Issue Management
* Prospecting
* Referral Identification
* Sales Performance Management

Work Environment:

* 1st shift (United States of America)
* 40 hours per week

Equal Employment Opportunity:

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law.

Drug-Free Workplace and Alcohol Policy:

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.

Benefits:

Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents.

Disclaimer:

Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern.

Bank of America Benefits:

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America.

  • Akron, Ohio, 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 help clients pursue their financial goals through personalized advice and guidance.We believe in...


  • Akron, Ohio, United States Thrivent Financial Full time

    Meaningful Work for a Rewarding CareerA Thrivent Financial advisor provides holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn. With unlimited earning potential through biweekly base...


  • Akron, Ohio, United States Valmark Financial Group Full time

    Job OverviewValmark Financial Group is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in assisting senior team members and Member Office financial professionals with financial planning cases and research.Key ResponsibilitiesManage the financial planning queue by analyzing client facts, modeling...


  • Akron, Ohio, United States PNC Financial Services Group Full time

    Job OverviewPNC Financial Services Group is seeking a highly skilled Merchant Services Advisor to join our team. As a key member of our sales team, you will be responsible for developing and maintaining relationships with clients, identifying their needs, and recommending appropriate services.Key ResponsibilitiesMarket and sell credit card systems and...

  • Financial Expert

    4 weeks ago


    Akron, Ohio, United States Innova Solutions Full time

    Job Title: Financial ExpertInnova Solutions is seeking a highly skilled Financial Expert to join our team. As a Financial Expert, you will be responsible for performing month-end financial closing tasks, performing monthly reconciliations, and responsible for account analysis. You will also be responsible for performing journal entry submissions and have the...


  • Akron, Ohio, United States Sequoia Financial Group Full time

    Sequoia Financial Group: A Leader in Financial Planning and Wealth ManagementAt Sequoia Financial Group, we are dedicated to providing exceptional financial planning and wealth management services to our clients. As a leading Registered Investment Advisor (RIA), we offer a comprehensive range of services designed to help individuals and families achieve...


  • Akron, Ohio, United States Sequoia Financial Group Full time

    Sequoia Financial Group: A Leader in Wealth ManagementAt Sequoia Financial Group, we are dedicated to providing exceptional financial planning and wealth management services to our clients. As a Wealth Advisor, you will play a critical role in helping us achieve our mission to enrich lives.Key Responsibilities:Manage client relationships and develop...


  • Akron, Ohio, United States Innova Solutions Full time

    Job Summary:As a Mantas Developer at Innova Solutions, you will design, develop, and maintain solutions using Oracle Mantas for anti-money laundering (AML) and financial crime detection. You will implement and configure Mantas models, rules, scenarios, and detection algorithms to meet regulatory requirements and business needs. You will collaborate with...


  • Akron, Ohio, United States Sequoia Financial Group Full time

    About Sequoia Financial GroupSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing exceptional financial planning and wealth management services.Our mission is to enrich lives by delivering tailored solutions that meet the unique needs of our clients.Job SummaryWe are seeking a...


  • Akron, Ohio, United States Qualitative Financials Full time

    Job Title: Network Solutions ArchitectAt Qualitative Financials, we are seeking a highly skilled Network Solutions Architect to lead the design and implementation of our enterprise network infrastructure. The ideal candidate will have a strong background in network security, routing, and switching, with a focus on datacenter solutions.Key...


  • Akron, Ohio, United States Western & Southern Life Full time

    Job SummaryThe Financial Representative role at Western & Southern Life is a dynamic position that requires a high level of integrity, strong work ethic, and excellent interpersonal skills. As a Financial Representative, you will be responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation by...


  • Akron, Ohio, United States Experis Full time

    Job Summary:We are seeking a skilled Financial Statement Closing Specialist to support a large manufacturing client with offices in the Akron, OH area. This contract-consulting position will involve assisting with day-to-day and close activities.This role will be a great opportunity for an experienced accounting professional to work on a variety of financial...


  • Akron, Ohio, United States Valmark Financial Group Full time

    Job OpportunityValmark Financial Group is seeking a seasoned professional to lead the growth of its life insurance business. As a key member of our team, you will be responsible for developing and implementing strategies to increase sales and revenue.Key Responsibilities:Grow life insurance sales with financial institutions and wealth management...

  • Tax Manager

    4 weeks ago


    Akron, Ohio, United States CBIZ Full time

    CBIZ is a leading provider of financial and employee business services, delivering top-level expertise to organizations of all sizes. As a Tax Manager, you will be part of a team that provides national-caliber service combined with highly personalized support at the local level.With over offices and nearly 7, associates throughout the U.S., CBIZ is honored...

  • Financial Analyst

    4 weeks ago


    Akron, Ohio, United States Experis Full time

    Job Summary:We are seeking a highly skilled Financial Analyst to join our team on a contract basis. As a Financial Analyst, you will be responsible for performing accounting and analysis activities tied to financial statement closing, including account reconciliation review and supporting plant closing activities.Responsibilities: Perform accounting and...


  • Akron, Ohio, United States Innova Solutions Full time

    Position Overview:As a Mantas Developer at Innova Solutions, you will play a critical role in designing, developing, and maintaining solutions using Oracle Mantas for anti-money laundering (AML) and financial crime detection. Your expertise will be instrumental in implementing and configuring Mantas models, rules, scenarios, and detection algorithms to meet...

  • Audit Manager

    4 weeks ago


    Akron, Ohio, United States CBIZ Full time

    Job SummaryAs a Senior Financial Auditor at CBIZ, you will serve as a trusted advisor to clients, demonstrating knowledge of industry trends and identifying client issues and conflicts. You will proactively communicate solution options to clients and team members, ensuring timely delivery and staying within budget.Key ResponsibilitiesManage staff on...


  • Akron, Ohio, United States Charter Communications Full time

    Job SummaryThe Spectrum Community Solutions Account Manager is responsible for negotiating and documenting Rights-of-Entry (ROE) and certain Renewal Bulk agreements with residential multiple dwelling unit (MDU) properties from developers, builders, property owners, and management firms. This role involves building ongoing relationships while carrying a quota...

  • Construction Manager

    4 weeks ago


    Akron, Ohio, United States Innova Solutions Full time

    Job DescriptionInnova Solutions is seeking a highly skilled Construction Manager to lead high-voltage transmission line and substation projects. As a key member of our team, you will be responsible for managing multiple projects from inception to completion, ensuring timely delivery, and maintaining a high level of quality.Key Responsibilities:Manage 10-20...

  • Traffic Engineer

    4 weeks ago


    Akron, Ohio, United States OHM Advisors Full time

    About the RoleWe are seeking a skilled Traffic Engineer to join our dynamic team. As a Traffic Engineer, you will be responsible for performing traffic engineering tasks for a wide variety of projects. This will include working with a multidisciplinary team of planners, engineers, and technicians to design and implement traffic solutions.Key...