Merrill Financial Solutions Advisor - Oregon & SW Washington Market

TN Germany; Salem; Vor Ort; EUR 50.000 - 90.000; Vollzeit

Zusammenfassung

An established industry player is seeking a Financial Solutions Advisor to work with high-net-worth clients in Salem. This role involves providing tailored financial advice, developing relationships, and leveraging technology for business growth. The successful candidate will receive training and mentorship, focusing on relationship management and career advancement within the firm. Join a diverse and inclusive workplace that values continuous training and community support, and be part of a team that prioritizes responsible growth and client satisfaction.

Leistungen

Ongoing professional development

Referral networks and partnership opportunities

Marketing strategies for wider reach

Growth and leadership opportunities

Qualifikationen

• Two years in financial services or sales with goal achievement.
• Series 7 & 66 licenses (or 63 & 65 in lieu of 66) required.

Aufgaben

• Providing tailored advice to clients on financial goals and investment strategies.
• Partnering with Financial Advisor teams to promote portfolio growth.

Kenntnisse

Account and Client Management

Investment and Solution Advisory

Relationship Building

Business Development

Fraud and Issue Management

Pipeline and Portfolio Management

Client Experience and Branding

Prospecting and Referral Identification

Sales Performance Management

Ausbildung

Bachelor's degree in business

Jobbeschreibung

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Merrill Financial Solutions Advisor - Oregon & SW Washington Market, Salem

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Client:

Bank of America

Location:

Salem, Germany

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

320eb35c27f4

Job Views:

1

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Description: This role involves working with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling client investor profiles, building a sustainable book of business, and providing growth opportunities for advisors. The position requires SAFE Act registration, including background checks and registration process compliance.

Responsibilities:

• Providing tailored advice to clients, including financial goal assessments and investment strategies.
• Communicating solutions suited to clients' financial needs, such as banking, investment, and life solutions.
• Partnering with Financial Advisor teams to promote portfolio growth.
• Utilizing bank resources to benefit clients or prospects.
• Developing and growing a business book to meet financial targets.
• Prioritizing client requests and connecting them with internal service providers.

The Advisor Development Program (ADP) Journey:

This program offers training and mentorship to become a successful independent financial advisor. It involves working with affluent clients, developing relationship management skills, and preparing for career advancement within Merrill Wealth Management.

• Receiving training and mentorship from invested managers.
• Building networks and business connections.
• Delivering confident financial reviews and recommendations.
• Learning about comprehensive financial solutions.

Benefits for Merrill FSAs:

• Referral networks and partnership opportunities.
• Marketing strategies for wider reach.
• Ongoing professional development.
• Growth and leadership opportunities.

Our Culture:

• Inclusive workplace with career support.
• Diversity as a strength.
• Continuous training and development.
• Focus on responsible growth and community support.

Required Qualifications:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• Two years in financial services or sales with goal achievement.
• At least one year in investments, with product knowledge.
• Self-motivated with strong relationship-building skills.
• Effective communicator, capable of managing goals and navigating complex environments.

Desired Qualifications:

• Proven lead generation ability.
• Experience balancing management, sales, and development.
• Strong computer skills and multitasking ability.
• Bachelor's degree, preferably in business.
• Additional designations like CFP or CRPC, insurance licenses are a plus.

Skills:

• Account and Client Management
• Investment and Solution Advisory
• Relationship Building
• Business Development
• Fraud and Issue Management
• Pipeline and Portfolio Management
• Client Experience and Branding
• Prospecting and Referral Identification
• Sales Performance Management

Shift: 1st shift (United States of America)

Hours Per Week: 40