Merrill Financial Solutions Advisor

hace 1 mes


San Juan, San Juan, Puerto Rico Bank Of America A tiempo completo
Job Description

Merrill Financial Solutions Advisor - Chicago North Market


About the Job

This role is responsible for working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with their goals.


Key Responsibilities

  • Leverage technology to achieve business growth goals
  • Profile client activities to determine their investor profile and financial resource objectives
  • Build a sustainable book of business
  • Provide opportunities for advisors to pursue a career within the bank

Advisory Services

Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.


Client Solutions

Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.


Business Development

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.


Training and Development

The Merrill Financial Solutions Advisor (MFSA) role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.


Benefits

  • 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
  • Learn about the full suite of financial solutions
  • Potential opportunities for professional growth and leadership roles

Requirements

  • Currently holds Series 7 & 66 (63 & 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
  • Collaborates effectively with others to get things done
  • Communicates effectively and confidently

About Bank of America

Bank of America is a global financial institution that provides a wide range of financial services to individuals, businesses, and institutions.


Equal Employment Opportunity

Bank of America is an equal opportunity employer and welcomes applications from diverse candidates.



  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    **About the Role**: As a key member of Busy Season Staffing Solutions, we are seeking a highly skilled Senior Accountant Consultant to oversee and manage our monthly accounting closing process.Salary: We offer an estimated annual salary of $85,000 for this position. The compensation package includes competitive benefits and opportunities for professional...


  • San Juan, San Juan, Puerto Rico Popular A tiempo completo

    Job OverviewPopular, Puerto Rico's leading financial institution, seeks a skilled Financial Solutions Professional to join our team. This role is an excellent opportunity to build a rewarding career in a dynamic and innovative environment.About the RoleWe are looking for a highly motivated individual with exceptional business analysis skills to support our...


  • San Juan, San Juan, Puerto Rico Popular A tiempo completo

    At Popular, we offer a wide range of financial services and solutions to meet the needs of our customers in Puerto Rico, United States & Virgin Islands. Our team is dedicated to providing exceptional customer service and support, and we are committed to making a positive impact in the communities we serve.We are seeking a skilled Financial Technology...


  • San Juan, San Juan, Puerto Rico ExecHQ A tiempo completo

    Company OverviewExecHQ is a leading advisory firm that offers expert solutions for complex business problems faced by companies worldwide. Our team of seasoned executives with C-Suite experience delivers tailored services to meet the unique needs of our clients.Job SummaryWe are seeking a seasoned Chief Financial Officer to join our team as a consulting CFO...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    Job SummaryWe are seeking a skilled Financial Reporting Specialist to assist in preparing financial statements and utilizing Microsoft Excel for data analysis.About Busy Season Staffing SolutionsBusy Season Staffing Solutions is a leading staffing agency providing top talent to clients in the accounting industry. Our team of experts helps businesses navigate...


  • San Juan, San Juan, Puerto Rico El Comeback A tiempo completo

    Private Capital Advisor Firm Seeking Quantitative Financial AnalystAt El Comeback, a non-profit program that attracts and retains professional talent for Puerto Rico-based jobs, we are hiring a skilled Quantitative Financial Analyst to join our team. Our client, a Private Capital Advisor Firm with a distribution network in North America, Latin America,...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    Company Overview: Busy Season Staffing Solutions is a leading provider of accounting and financial services. We are seeking a highly experienced and skilled Chief Financial Strategist to join our team.Salary: $120,000 - $180,000 per annum, depending on experience.Job Description: The Chief Financial Strategist will be responsible for overseeing the...


  • San Juan, San Juan, Puerto Rico ExecHQ A tiempo completo

    Company OverviewWe are a global advisory firm comprised of experienced executives, delivering on-demand and cost-effective solutions for complex business problems. Our clients range from startups to Fortune 1000 companies.Job SummaryThis is an exciting opportunity for a seasoned Consulting Chief Financial Officer (CFO) Advisor to work with our team in...

  • Senior Financial Lead

    hace 3 semanas


    San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    Job Overview: We are seeking a skilled Senior Accountant to join our team at Busy Season Staffing Solutions.About the Role: In this dynamic position, you will be responsible for preparing and analyzing comprehensive financial reports, leading budgeting processes, and ensuring regulatory compliance. As a key member of our team, you will utilize your financial...


  • San Juan, San Juan, Puerto Rico El Comeback A tiempo completo

    El Comeback, a non-profit program from ConPRmetidos, is seeking a skilled professional to fill a pivotal role within a Private Capital Advisor Firm. As a key member of the team, you will be responsible for providing critical support in the development of offering materials, investor due diligence, and in-depth quantitative financial...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    About the RoleWe are seeking a highly skilled Lead Financial Analyst to join our team at Busy Season Staffing Solutions. As a key member of our team, you will be responsible for overseeing and managing the monthly accounting closing process to ensure timely and accurate financial reporting.

  • Business Analyst

    hace 2 meses


    San Juan, San Juan, Puerto Rico Oriental A tiempo completo

    Job Summary:The Business Analyst - IT Advisor will work with internal users to design, develop, integrate, and maintain applications that support business initiatives to achieve operating efficiency and information integrity.Main Duties & Responsibilities:Design, integrate, test, implement, and maintain applications to meet the organization's business...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    Job DescriptionMaintain and update financial records using QuickBooks, ensuring accuracy and timeliness. Prepare and reconcile bank statements and accounts to guarantee proper account management. Manage accounts payable and receivable, ensuring efficient cash flow and minimizing outstanding debts.Key Responsibilities:Assist with monthly financial reports and...

  • Senior Financial Analyst

    hace 3 semanas


    San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    At Busy Season Staffing Solutions, we are seeking a highly skilled Senior Financial Analyst to join our team.About the RoleThis is a challenging and rewarding opportunity for an experienced financial professional to take their skills to the next level. As a Senior Financial Analyst, you will be responsible for providing comprehensive financial analysis to...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    **About Busy Season Staffing Solutions**We are a leading provider of temporary accounting staff, dedicated to delivering exceptional professionals who meet the highest standards. Job Title: Financial Analyst ProfessionalSalary: $65,000 - $90,000 per year, depending on experience and qualifications. About the RoleWe are seeking a highly skilled Financial...


  • San Juan, San Juan, Puerto Rico Busy Season Staffing Solutions A tiempo completo

    Job SummaryWe are seeking a highly skilled Financial Analyst and Excel expert to join our team at Busy Season Staffing Solutions. In this role, you will play a crucial part in preparing financial statements, analyzing data, and ensuring compliance with legal and company guidelines.Key Responsibilities:Assist in the preparation of balance sheets, income...


  • San Juan, San Juan, Puerto Rico ExecHQ A tiempo completo

    Company OverviewExecHQ is an advisory firm that leverages the extensive experience of its C-Suite executives to deliver tailored solutions for businesses facing complex challenges. With a global client base ranging from startups to Fortune 1000 companies, our firm offers cost-effective and on-demand services to address pressing business issues.Job...


  • San Juan, San Juan, Puerto Rico Popular Bank A tiempo completo

    Financial Solutions SpecialistWe are seeking a highly motivated and results-driven Customer Service Representative to join our team as a Financial Solutions Specialist. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients by resolving their inquiries and issues in a timely and professional...


  • San Juan, San Juan, Puerto Rico Oriental A tiempo completo

    Job Summary:The BSA Governance Advisor will be responsible for supporting the development and maintenance of the Bank BSA/AML Program.This role will work closely with the BSA Manager, BSA Officer, and business operations to ensure the financial institution is in compliance with applicable laws and regulations.The successful candidate will have a strong...

  • Financial Risk Manager

    hace 4 semanas


    San Juan, San Juan, Puerto Rico First BanCorp A tiempo completo

    About First BanCorp">We strive to be a trusted advisor to our clients, and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service.">At FirstBank PR, we have more than 3,100 employees in Puerto Rico, the Virgin Islands, and Florida who share a passion for excellent customer service. They continuously...