Bank of America
Merrill Financial Solutions Advisor - Boca Delray Market
Bank of America, Boca Raton, Florida, us, 33481
Merrill Financial Solutions Advisor - Boca Delray MarketJob Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
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 to measure their ability to progress to the next phase as an advisor.
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.
Builds and nurtures strong relationships.
Communicates effectively and confidently and is comfortable engaging all clients.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
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 to measure their ability to progress to the next phase as an advisor.
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.
Builds and nurtures strong relationships.
Communicates effectively and confidently and is comfortable engaging all clients.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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