Financial Solutions Advisor

2 days ago

Baltimore, Maryland, United States Bank of America Full time
Job Description

Merrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment recommendations.

Key Responsibilities:
  • Provide personalized advice to clients through reviews and presentations, assessing their financial goals and recommending investment strategies.
  • Communicate solutions to clients that meet their financial needs, leveraging our range of banking, investment, and life priority solutions.
  • Partner with Financial Advisor teams to build their network, sharing market developments and discussing new products 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.
The Advisor Development Program (ADP) Journey:

As a Merrill Financial Solutions Advisor, you will embark on a defined path to become a successful and independent financial advisor. You will work with affluent and high-net-worth clients, identifying needs, developing relationships, and preparing investment recommendations. This role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.

What We Offer:
  • Training and one-on-one mentorship from managers invested in your success.
  • Access to our Academy to develop as an advisor, with the potential for growth.
  • Connections to grow your network and business, starting at a Merrill branch.
  • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals and recommending investment strategies.
  • Learn about the full suite of financial solutions, connecting clients to solutions that meet their needs.
Our Culture:

We are committed to building a workplace where every employee is welcomed and supported. We believe diversity makes us stronger, and we strive to create an environment where all employees have the opportunity to achieve their goals. We are committed to advancing our tools, technology, and ways of working, always putting our clients first to meet their evolving needs.

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