Financial Solutions Advisor

4 weeks ago


Winter Park, Florida, United States Bank of America Full time
Job Description

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.
Requirements
  • 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.
Benefits
  • 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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