Merrill Financial Solutions Advisor
hace 1 mes
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.
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