Merrill Financial Solutions Advisor - Chicago Metro 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. 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 unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.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) licensesTwo 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.Communicates effectively and confidently and is comfortable engaging all clients.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).Skills:Account ManagementClient Investments ManagementClient ManagementRelationship BuildingBusiness DevelopmentShift:1st shift (United States of America)Hours Per Week:40

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