Merrill Financial Solutions Advisor - Farmington Hills & Associates Market

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. 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.Job Responsibilities:Working with 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.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.Providing opportunities for advisors to pursue a career within the bank.This position is subject to SAFE Act registration requirements. 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.Communicates solutions to clients that are best suited for their financial needs.Partners with Financial Advisor teams to build their network.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.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.Builds and nurtures strong relationships.Communicates effectively and confidently.Desired Qualifications:Proven ability to partner and promote lead generation.Bachelor's degree, preferably in business-related field.Achieved additional professional designations such as Certified Financial Planner (CFP).Skills:Account ManagementClient Investments ManagementBusiness DevelopmentRelationship BuildingShift:1st shift (United States of America)Hours Per Week:40

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