Merrill Financial Solutions Advisor - Bridgewater & Associates Market

TN United Kingdom; Bridgwater; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor in Bridgwater. This role focuses on providing personalized financial advice to high-net-worth clients, helping them achieve their investment goals. You will leverage technology and resources to build a sustainable client book while receiving training and mentorship to advance your career. Join a dynamic team that values diversity and supports continuous professional development, ensuring you have the tools to succeed in a fast-paced financial environment.

Benefits

Ongoing professional development

Strong referral network

Access to specialized partners

Effective marketing strategies

Leadership roles and seminars

Qualifications

• Series 7 & 66 licenses or equivalent required.
• Minimum of two years in financial services or sales.

Responsibilities

• Provide personalized financial advice and solutions to clients.
• Develop and grow a client book to meet financial targets.

Skills

Account and Client Management

Investment and Solution Advisory

Relationship Building and Business Development

Sales Performance and Prospecting

Education

Bachelor's degree, preferably in business

Job description

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Merrill Financial Solutions Advisor - Bridgewater & Associates Market, Bridgwater

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Client:

Bank of America

Location:

Bridgwater, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

00572ea37306

Job Views:

3

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 their needs, developing relationships, reviewing investment goals, and preparing suitable investment recommendations. Responsibilities include leveraging technology for business growth, profiling clients to understand their financial resources, building a sustainable book of business, and exploring career growth within the bank. This position requires SAFE Act registration, including background checks and registration compliance.

Responsibilities:

1. Provide personalized financial advice through client reviews and presentations, assessing financial goals and recommending strategies.
2. Communicate suitable solutions for clients' financial needs, including banking, investment, and life solutions.
3. Partner with Financial Advisor teams to share market insights and promote new products to foster portfolio growth.
4. Utilize bank resources to benefit clients and prospects.
5. Develop and grow a client book to meet financial targets and advance your career as an advisor.
6. Prioritize client requests and coordinate with internal service providers based on client needs.

The Advisor Development Program (ADP) Journey:

This program provides training and mentorship to help you become a successful independent financial advisor, working with both affluent and high-net-worth clients, developing relationship management skills, and preparing for a career within Merrill Wealth Management. Located in a Merrill branch, it offers opportunities to hone your skills and progress to advanced roles.

We’ll help you:

• Receive training and mentorship from dedicated managers and participate in our Academy for advisor development.
• Build your network and business through interactions with Merrill advisors, clients, and partners.
• Deliver confident financial advice and investment strategies to clients.
• Learn about comprehensive financial solutions to meet client needs.

As a Merrill FSA, you can look forward to:

• A strong referral network and access to specialized partners.
• Effective marketing strategies to attract clients.
• Ongoing professional development and growth opportunities.
• Leadership roles, including seminars and client events.

Our culture emphasizes:

• An inclusive workplace supporting career development.
• Valuing diversity to better serve our global clients.
• Continuous training and technological advancement.
• Responsible growth and community support initiatives.

Required Qualifications:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• At least two years in financial services or sales with goal achievement.
• Minimum of one year in investment-related roles with product knowledge.
• Self-motivated with excellent relationship-building skills.
• Effective communicator and collaborator.
• Ability to manage goals, prioritize, and work efficiently in a fast-paced environment.
• Willingness to learn and adapt to new information.
• Attention to regulatory due diligence.

Desired Qualifications:

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

Skills:

• Account and Client Management
• Investment and Solution Advisory
• Relationship Building and Business Development
• Sales Performance and Prospecting

Shift:

1st shift (United States of America)

Hours Per Week:

40