Merrill Financial Solutions Advisor: Greater Dallas 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 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: 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 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, 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 The Advisor Development Program (ADP) Journey: During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will provide you with the necessary training and guidance to become a successful and independent financial advisor. You will work with affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. This role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. We’ll help you: Get training and one-on-one mentorship from managers who are invested in your success Build connections to grow your network and business Deliver advice through client reviews/presentations confidently Learn about the full suite of financial solutions As a Merrill FSA, you can look forward to: A strong referral network to increase opportunities for affluent and high net worth client acquisition Marketing strategies to reach wider audiences Ongoing professional development to deepen your skills 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 supported Believes diversity makes us stronger Provides continuous training and developmental opportunities Is committed to advancing our tools, technology, and ways of working Believes in responsible growth and is dedicated to supporting communities Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Two years' experience 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 Sets and accomplishes goals Builds and nurtures strong relationships Collaborates effectively with others Communicates effectively and confidently Manages goals and navigates complexity Likes to learn and adapts to new information 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 multitasking ability Bachelor's degree in a business-related field Achieved additional professional designations such as CFP or CRPC Obtained insurance licenses Skills: 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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