Financial Solutions Advisor
vor 2 Wochen
About the Role:
This is an exciting opportunity to join Bank of America as a Merrill Financial Solutions Advisor, where you will play a key role in helping high-net worth clients achieve their financial goals. As a Financial Solutions Advisor, you will be responsible for working with clients to understand their financial needs, develop personalized investment strategies, and provide guidance on investment products and services.
Key Responsibilities:
- Provide tailored advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
- Communicate solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life PriorityTM solutions.
- Partner 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.
- Understand and access the full breadth of resources across the bank to benefit clients or prospects.
- Develop and grow 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.
- Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds.
The Advisor Development Program (ADP) Journey:
As a Merrill Financial Solutions Advisor, you will have the opportunity to work with both affluent and 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. In this role, you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role.
We'll Help You:
- Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours.
- Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants, and higher net worth clients.
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life PriorityTM solutions, through Bank of America and Merrill to meet their financial needs.
About Us:
At Bank of America, we're committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe diversity makes us stronger, and we're dedicated to advancing our tools, technology, and ways of working to meet the evolving needs of our clients. We're also committed to responsible growth and supporting communities around the world by connecting them to the lending, investing, and giving they need to remain vibrant and vital.
Required Qualifications:
- Currently holds Series 7 & 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.
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