Financial Solutions Advisor
4 weeks ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Key Responsibilities- Work with high-net worth clients to identify their needs and develop relationships.
- Review investment goals and prepare investment recommendations that align with the goals of both existing and prospective clients.
- Leverage technology to achieve business growth goals and 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.
- Currently holds Series 7 & 65 in lieu of 66) licenses.
- Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Self-starter who efficiently manages time and capacity.
- Sets and accomplishes goals, achieving whatever you put your 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.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
- Marketing strategies to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
- Potential Opportunities for professional growth.
- Leadership opportunities, including leading client and conference seminars.
Bank of America is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse.
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