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Financial Solutions Advisor

2 months ago

Palo Alto, California, United States Bank of America Full time
About the Role

We are seeking a highly motivated and experienced Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies to help them achieve their goals.

Key Responsibilities
  • Provide tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
  • Communicate solutions to clients that are best suited for their financial needs, such as core banking, investment, and life priority solutions.
  • Partner with Financial Advisor teams to build their network by sharing relevant 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 to measure their ability to progress to the next phase as an advisor.
  • Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds.
The Advisor Development Program (ADP) Journey

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'll 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.

We'll Help You
  • Get training and one-on-one mentorship from managers who are invested in your success.
  • Build connections to grow your network and business.
  • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
  • Learn about the full suite of financial solutions.
  • Connect clients to solutions that are in their best interest, such as core banking, investment, and life priority solutions, through Bank of America and Merrill to meet their financial needs.
About Us

We are a culture that is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.

We believe diversity makes us stronger so we can reflect, connect to, and meet the diverse needs of our clients around the world.

We provide continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

We are committed to advancing our tools, technology, and ways of working to meet the evolving needs of our clients.

We believe in responsible growth and are dedicated to supporting communities around the world by connecting them to the lending, investing, and giving they need to remain vibrant and vital.

Required Qualifications
  • 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, 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.
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications
  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities, and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • Bachelor's degree is a plus, preferably in a business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus.
  • Obtained insurance licenses is preferred.