Merrill Financial Solutions Advisor
4 weeks ago
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.
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