Merrill Financial Solutions Advisor - Eastern Pennsylvania Market

TN United Kingdom; York; On-site; GBP 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor to work with high-net-worth clients in York. This role involves identifying client needs, developing relationships, and preparing investment recommendations. You will leverage technology for business growth and collaborate with Financial Advisor teams to promote portfolio growth. With a focus on diversity and career development, the company offers training, mentorship, and leadership opportunities to help you thrive in your career. If you are a self-starter with strong relationship skills and a passion for finance, this is the perfect opportunity for you.

Qualifications

• Two years of experience in financial services or sales required.
• Series 7 & 66 licenses or equivalent needed.

Responsibilities

• Providing tailored advice through reviews and presentations.
• Developing and growing a client book to meet financial targets.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory Business Development

Fraud Management

Pipeline Management

Portfolio Management

Client Experience Branding

Issue Management

Prospecting

Referral Identification

Sales Performance Management

Education

Bachelor's degree in business or related field

Job description

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Merrill Financial Solutions Advisor - Eastern Pennsylvania Market, York

Client: Bank of America

Location: York, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference:

657ca494d2bb

Job Views:

13

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

Description: This role involves working with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Responsibilities include leveraging technology for business growth, profiling clients, building a book of business, and supporting career development within the bank. The position requires SAFE Act registration and compliance.

Responsibilities:

• Providing tailored advice through reviews and presentations
• Recommending financial solutions suited to client needs
• Partnering with Financial Advisor teams to promote portfolio growth
• Utilizing bank resources to benefit clients
• Developing and growing a client book to meet financial targets
• Prioritizing client requests and coordinating with internal service providers

The Advisor Development Program (ADP) Journey:

This program provides training and mentorship to become a successful financial advisor, working with affluent and high-net-worth clients, developing relationship management skills, and preparing for a career in Merrill Wealth Management.

We’ll help you:

• Receive training and mentorship from invested managers
• Enroll in our Academy for advisor development
• Build a professional network and grow your business
• Deliver confident financial advice
• Learn about comprehensive financial solutions

As a Merrill FSA, you can look forward to:

• A strong referral network and professional growth opportunities
• Marketing strategies and ongoing development
• Leadership opportunities such as seminars

We’re a culture that:

• Supports diversity and career development
• Provides ongoing training and tools
• Prioritizes client needs and responsible growth

Required Qualifications:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
• Two years of experience in financial services or sales
• At least one year in investments, with product knowledge
• Self-starter with strong relationship skills
• Effective communicator and regulatory compliance-aware

Desired Qualifications:

• Partnering and lead generation skills
• Experience in investment management and client development
• Strong computer skills
• Bachelor's degree in business or related field
• Additional designations like CFP or CRPC
• Insurance licenses

Skills:

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

Shift: 1st shift (United States of America)

Hours Per Week: 40