Bank of America
Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA
Bank of America, Providence, Rhode Island, us, 02912
Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA
Job 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 specializes 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. 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 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.Minimum of one year experience in the investments industry.Self-starter who efficiently manages time and capacity.Sets and accomplishes goals.Builds and nurtures strong relationships.Collaborates effectively with others.Communicates effectively and confidently.Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.Thorough and thoughtful in incorporating relevant regulatory due diligence.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).Skills:Account ManagementClient Investments ManagementClient ManagementRelationship BuildingAdvisoryBusiness DevelopmentShift: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.
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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. Merrill Wealth Management specializes 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. 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 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.Minimum of one year experience in the investments industry.Self-starter who efficiently manages time and capacity.Sets and accomplishes goals.Builds and nurtures strong relationships.Collaborates effectively with others.Communicates effectively and confidently.Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.Thorough and thoughtful in incorporating relevant regulatory due diligence.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).Skills:Account ManagementClient Investments ManagementClient ManagementRelationship BuildingAdvisoryBusiness DevelopmentShift: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.
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