Merrill Financial Solutions Advisor - Central Shoreline CT Market

Bank of America; Guildford; On-site; GBP 55,000 - 64,000; Full time

Job summary

A major financial institution in Guildford seeks a Merrill Financial Solutions Advisor to provide tailored financial advice to high-net-worth clients. Candidates should be self-motivated with at least two years in financial services. This role offers training, mentorship, and opportunities for professional growth. The position boasts a pay range of $75,000 - $85,000 annually and includes comprehensive benefits.

Benefits

Industry-leading benefits

Paid time off

Resources for employee growth

Qualifications

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66) required.
• At least 2 years in financial services or a sales environment.
• Minimum 1 year in the investments industry with product knowledge.

Responsibilities

• Provide tailored advice to clients, assessing financial goals.
• Communicate suitable financial solutions for clients' needs.
• Develop and grow a book of business to meet financial targets.

Skills

Account Management

Client Investment & Solution Advisory

Business Development

Relationship Building

Sales Performance

Education

Bachelor's degree, preferably in business

Job description

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Merrill Financial Solutions Advisor - Central Shoreline CT Market, Guildford

Client: Bank of America

Location: Guildford, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 3068cdc45870

Job Views: 18

Posted: 12.08.2025

Expiry Date: 26.09.2025

Job Description:

Description: This job involves working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology to achieve growth, profiling clients to determine their financial objectives, building a sustainable book of business, and providing career development opportunities within the bank. The position requires SAFE Act registration, including background checks and registration compliance.

Responsibilities:

• Provide tailored advice to clients through reviews and presentations, assessing financial goals and recommending strategies.
• Communicate suitable solutions for clients' financial needs, including core banking, investment, and life solutions.
• Partner with Financial Advisor teams to promote portfolio growth and share market insights.
• Utilize bank resources to benefit clients and prospects.
• Develop and grow a book of business to meet financial targets.
• Prioritize client requests and coordinate with internal service providers.

The Advisor Development Program (ADP) Journey:

The program offers training and mentorship to develop relationship management skills, with opportunities to work with affluent clients and progress within Merrill Wealth Management. The role is based in a Merrill branch and prepares advisors for independent practice.

We’ll help you:

• Receive training and mentorship from invested managers and enroll in our Academy.
• Build your network and business through interactions with advisors, clients, and partners.
• Deliver confident financial reviews and recommendations.
• Learn about comprehensive financial solutions and connect clients to suitable services.

As a Merrill FSA, you can look forward to:

• A strong referral network and professional growth opportunities.
• Marketing strategies to expand your reach.
• Ongoing professional development.
• Leadership opportunities, including seminars and client events.

We’re a culture that:

• Supports diversity, inclusion, and career development.
• Values responsible growth and community support.

Required Qualifications:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• At least two years in financial services or a sales environment with goal achievement.
• Minimum one year in the investments industry with product knowledge.
• Self-motivated, goal-oriented, relationship builder, effective communicator, and adaptable.

Desired Qualifications:

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

Skills:

• Account Management, Client Investment & Solution Advisory, Business Development, Relationship Building, Prospecting, Sales Performance.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Range: $75,000 - $85,000 annually, with incentive plans based on performance.

Benefits: Benefits-eligible role with industry-leading benefits, paid time off, and resources to support employee growth and community impact.