Merrill Financial Solutions Advisor

3 weeks ago


Mill Valley, California, 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.

We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients.

Key Responsibilities
  • Leverage technology to achieve business growth goals.
  • Profile activities to determine a client's investor profile and financial resource objectives.
  • Build a sustainable book of business.
  • Provide opportunities for advisors to pursue a career within the bank.
Responsibilities
  • Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
  • Communicates solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority solutions.
  • Partners with 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.
  • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
  • Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
  • Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds.
Advisor Development Program

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide the necessary training and guidance through a defined path to become a successful and independent financial advisor.

You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

In this role, you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).

From marketing yourself to managing your own practice, we will prepare you with everything you need as you develop within your role.

The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.

Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training.

This role is located in a Merrill branch.



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