Wealth Management Solutions Advisor

2 weeks ago


Wilson, North Carolina, United States Bank of America Full time

Position Overview:

The role focuses on engaging with affluent clients, understanding their financial aspirations, and establishing robust relationships while offering tailored investment strategies that align with their objectives. Key duties include utilizing advanced technology to enhance business performance, profiling clients effectively, cultivating a personal client portfolio, and providing support to advisory teams. Registration under the SAFE Act for mortgage origination is a requirement for this position, and maintaining this registration is essential to avoid potential disciplinary measures.

Key Responsibilities:

  • Deliver customized financial guidance to clients
  • Articulate financial solutions clearly
  • Work collaboratively with Financial Advisor teams
  • Leverage bank resources effectively
  • Expand a personal client portfolio
  • Facilitate introductions to internal service teams

Advisor Development Program (ADP) Pathway:

This program offers comprehensive training and mentorship aimed at fostering successful financial advisors. It focuses on enhancing relationship management skills necessary for thriving in a high-growth practice. Opportunities for advancement within Merrill Wealth Management are available.

Support We Provide:

  • Access to training and mentorship
  • Opportunities to network and build connections
  • Confidence in delivering financial advice
  • Insights into diverse financial solutions

As a Merrill Financial Solutions Advisor, You Can Anticipate:

  • A strong network for referrals
  • Effective marketing strategies
  • Opportunities for professional growth
  • Leadership development prospects

Essential Qualifications:

  • Possession of Series 7 & 65 licenses
  • Minimum of two years in financial services or sales
  • At least one year of experience in the investment sector
  • Self-motivated with a proven ability to set and achieve goals
  • Excellent communication skills


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