Bank of America
Merrill Financial Solutions Advisor - Mountain West Market
Bank of America, Missoula, Montana, us, 59812
Merrill Financial Solutions Advisor - Mountain West Market
Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. 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.Job 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.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, 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.Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.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).Pay Transparency:Pay range: $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.Benefits:This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
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Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. 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.Job 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.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, 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.Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.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).Pay Transparency:Pay range: $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.Benefits:This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
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