California Jobs
Merrill Financial Solutions Advisor - Valley Coast Market
California Jobs, Santa Barbara, California, us, 93190
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 is one of the largest businesses of its kind in the world specializing 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. Our Wealth Management team represents an array of different backgrounds and brings their 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 (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.
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 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.Collaborates effectively with others to get things done.Communicates effectively and confidently and is comfortable engaging all clients.Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.Likes to learn, adapts to new information and seeks the right solutions for clients.Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
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 a business-related field.Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).Obtained insurance licenses.
Skills:Account ManagementClient Investments ManagementClient ManagementClient Solutions AdvisoryRelationship BuildingAdvisoryBusiness DevelopmentFraud ManagementPipeline ManagementPortfolio ManagementClient Experience BrandingIssue ManagementProspectingReferral IdentificationSales Performance Management
Job Band:H5
Shift:1st shift (United States of America)
Hours Per Week:40
Referral Bonus Amount:5000
Pay Transparency details:
US - CA - Encino - 16830 VENTURA BLVD - FIRST FINANCIAL PL. (CA8802), US - CA - Oxnard - 300 E ESPLANADE DR (CA6806), US - CA - San Luis Obispo - 1020 MARSH ST (CA1804), US - CA - Santa Barbara - 1096 Coast Village Rd - Montecito (CA6161), US - CA - Santa Barbara - 1424 STATE ST (CA6808), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - CA - Woodland Hills - 21215 BURBANK BLVD (CA7810)
Pay and benefits information
Pay range
$75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education, and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.#J-18808-Ljbffr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing 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. Our Wealth Management team represents an array of different backgrounds and brings their 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 (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.
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 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.Collaborates effectively with others to get things done.Communicates effectively and confidently and is comfortable engaging all clients.Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.Likes to learn, adapts to new information and seeks the right solutions for clients.Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
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 a business-related field.Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).Obtained insurance licenses.
Skills:Account ManagementClient Investments ManagementClient ManagementClient Solutions AdvisoryRelationship BuildingAdvisoryBusiness DevelopmentFraud ManagementPipeline ManagementPortfolio ManagementClient Experience BrandingIssue ManagementProspectingReferral IdentificationSales Performance Management
Job Band:H5
Shift:1st shift (United States of America)
Hours Per Week:40
Referral Bonus Amount:5000
Pay Transparency details:
US - CA - Encino - 16830 VENTURA BLVD - FIRST FINANCIAL PL. (CA8802), US - CA - Oxnard - 300 E ESPLANADE DR (CA6806), US - CA - San Luis Obispo - 1020 MARSH ST (CA1804), US - CA - Santa Barbara - 1096 Coast Village Rd - Montecito (CA6161), US - CA - Santa Barbara - 1424 STATE ST (CA6808), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - CA - Woodland Hills - 21215 BURBANK BLVD (CA7810)
Pay and benefits information
Pay range
$75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education, and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.#J-18808-Ljbffr