Bank of America
Merrill Financial Solutions Advisor - Seattle Cascades Market
Bank of America, Seattle, Washington, us, 98127
Merrill Financial Solutions Advisor - Seattle Cascades Market
Seattle, Washington; Bainbridge Island, WashingtonMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, helping to create a work community that is culture driven, resilient, results focused and effective.Job Description:This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements.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.Partners with Financial Advisor teams to build their network by sharing relevant market developments.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.Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs.Required Qualifications: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.Self-starter who efficiently manages time and capacity.Builds and nurtures strong relationships.Communicates effectively and confidently.Desired Qualifications:Proven ability to partner and promote lead generation.Bachelor's degree, preferably in business-related field.Shift:1st shift (United States of America)Pay Transparency details:Pay range $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.
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Seattle, Washington; Bainbridge Island, WashingtonMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, helping to create a work community that is culture driven, resilient, results focused and effective.Job Description:This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements.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.Partners with Financial Advisor teams to build their network by sharing relevant market developments.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.Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs.Required Qualifications: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.Self-starter who efficiently manages time and capacity.Builds and nurtures strong relationships.Communicates effectively and confidently.Desired Qualifications:Proven ability to partner and promote lead generation.Bachelor's degree, preferably in business-related field.Shift:1st shift (United States of America)Pay Transparency details:Pay range $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.
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