Bank of America
Merrill Financial Solutions Advisor - Southern CT Market
Bank of America, Greenwich, Connecticut, us, 06831
Merrill Financial Solutions Advisor - Southern CT Market
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.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, such as core Banking, and 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.Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds.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, 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 and 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, preferably in business-related field.Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).Obtained insurance licenses.Skills:Account ManagementClient Investments ManagementClient ManagementClient Solutions AdvisoryRelationship BuildingBusiness DevelopmentClient Experience BrandingIssue ManagementProspectingReferral IdentificationShift:1st shift (United States of America)Hours Per Week:
40Pay Transparency details:
Pay range $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan.Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities.
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.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, such as core Banking, and 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.Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds.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, 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 and 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, preferably in business-related field.Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).Obtained insurance licenses.Skills:Account ManagementClient Investments ManagementClient ManagementClient Solutions AdvisoryRelationship BuildingBusiness DevelopmentClient Experience BrandingIssue ManagementProspectingReferral IdentificationShift:1st shift (United States of America)Hours Per Week:
40Pay Transparency details:
Pay range $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set. This role is eligible to participate in a formulaic incentive plan.Bank of America is committed to ensuring that our online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities.
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