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Merrill Financial Solutions Advisor

1 month ago

Portland, Oregon, United States Bank of America Full time
Merrill Financial Solutions Advisor

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.

As a Merrill Financial Solutions Advisor, you will work with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, and preparing investment recommendations that align with their goals. You will leverage technology to achieve business growth goals, profile activities to determine a client's investor profile and financial resource objectives, and build a sustainable book of business.

Key Responsibilities:

  • Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
  • Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
  • Shadows 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
  • Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
  • Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor