Bank of America
Merrill Financial Solutions Advisor - Carolina East Market
Bank of America, Montvale, New Jersey, us, 07645
Merrill Financial Solutions Advisor - Carolina East Market
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. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.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.The Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role, you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). Located in a Merrill branch.We’ll help you:Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants, and higher net worth clients. Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.As a Merrill FSA, you can look forward to:A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars.We’re a culture that:Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. Believes in responsible growth and is dedicated to supporting communities around the world.Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licensesTwo years' experience working in the financial service industry and/or a sales environment where goals were met or exceededMinimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and servicesSelf-starter who efficiently manages time and capacitySets and accomplishes goals, achieving whatever you put your mind toBuilds and nurtures strong relationshipsCollaborates effectively with others to get things doneCommunicates effectively and confidently and is comfortable engaging all clientsManages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environmentLikes to learn, adapts to new information and seeks the right solutions for clientsThorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clientsDesired Qualifications:
Proven ability to partner and promote lead generationExperience balancing investment management, sales activities, and new client developmentStrong computer skills and the ability to multitask in a demanding environmentBachelor's degree, preferably in business-related fieldAchieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)Obtained insurance licensesSkills:Account Management, Client Investments Management, Client Management, Client Solutions Advisory, Relationship Building, Advisory Business Development, Fraud Management, Pipeline Management, Portfolio Management, Client Experience, Branding, Issue Management, Prospecting, Referral Identification, Sales Performance Management.Shift:1st shift (United States of America)Hours Per Week:40
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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. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.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.The Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role, you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). Located in a Merrill branch.We’ll help you:Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours! Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants, and higher net worth clients. Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.As a Merrill FSA, you can look forward to:A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. Marketing strategies to reach wider audiences with greater appeal. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. Potential Opportunities for professional growth. Leadership opportunities, including leading client and conference seminars.We’re a culture that:Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience. Is committed to advancing our tools, technology and ways of working. Believes in responsible growth and is dedicated to supporting communities around the world.Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licensesTwo years' experience working in the financial service industry and/or a sales environment where goals were met or exceededMinimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and servicesSelf-starter who efficiently manages time and capacitySets and accomplishes goals, achieving whatever you put your mind toBuilds and nurtures strong relationshipsCollaborates effectively with others to get things doneCommunicates effectively and confidently and is comfortable engaging all clientsManages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environmentLikes to learn, adapts to new information and seeks the right solutions for clientsThorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clientsDesired Qualifications:
Proven ability to partner and promote lead generationExperience balancing investment management, sales activities, and new client developmentStrong computer skills and the ability to multitask in a demanding environmentBachelor's degree, preferably in business-related fieldAchieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)Obtained insurance licensesSkills:Account Management, Client Investments Management, Client Management, Client Solutions Advisory, Relationship Building, Advisory Business Development, Fraud Management, Pipeline Management, Portfolio Management, Client Experience, Branding, Issue Management, Prospecting, Referral Identification, Sales Performance Management.Shift:1st shift (United States of America)Hours Per Week:40
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