Merrill Financial Solutions Advisor - Greater Orange County Market

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

Job summary

An established industry player is seeking a Financial Solutions Advisor to work with high-net-worth clients in the Irvine area. This role involves developing strong client relationships, assessing financial goals, and providing tailored investment strategies. As part of a dynamic team, you will leverage technology and bank resources to enhance client experiences and drive business growth. The Advisor Development Program offers mentorship and training to help you succeed and advance in your career. If you're self-motivated and passionate about finance, this is a fantastic opportunity to make a significant impact in the financial services sector.

Benefits

Ongoing professional development

Strong referral networks

Effective marketing strategies

Mentorship from invested managers

Qualifications

• Series 7 & 66 licenses required.
• At least two years in financial services or sales.

Responsibilities

• Provide tailored advice and investment strategies to clients.
• Develop and grow a business book to meet financial targets.

Skills

Account and Client Management

Investment and Relationship Advisory

Business Development and Prospecting

Fraud and Issue Management

Portfolio and Client Experience Branding

Education

Bachelor's degree in business

Job description

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Merrill Financial Solutions Advisor - Greater Orange County Market, Irvine

Client: Bank of America

Location: Irvine, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: 18d6e216e120

Job Views: 5

Posted: 26.04.2025

Expiry Date: 10.06.2025

Job Description:

Description: This role involves working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing recommendations aligned with client objectives. 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, with non-compliance potentially leading to disciplinary actions.

Responsibilities:

• Provide tailored advice to clients, including financial goal assessments and investment strategies
• Communicate suitable solutions for clients' financial needs
• Partner with Financial Advisor teams to share market insights and promote portfolio growth
• Utilize bank resources to benefit clients or prospects
• Develop and grow a business book to meet financial targets
• Prioritize client requests and coordinate with internal service providers

The Advisor Development Program (ADP) Journey:

This program offers training and mentorship to develop into a successful independent financial advisor, working with affluent clients and honing relationship management skills. It prepares advisors for a career within Merrill Wealth Management, with opportunities to progress after demonstrating success in the role.

We’ll help you:

• Receive training and mentorship from invested managers
• Build your network and business through branch interactions
• Deliver confident financial reviews and recommendations
• Learn about comprehensive financial solutions

As a Merrill FSA, you can look forward to:

• Strong referral networks and partner access
• Effective marketing strategies
• Ongoing professional development
• Growth and leadership opportunities

We’re a culture that:

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

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 one year in investments with product knowledge
• Self-motivated with strong relationship skills
• Effective communicator and collaborator
• Capable of managing goals and navigating complex environments

Desired Qualifications:

• Proven lead generation ability
• Experience in investment management and client development
• Strong computer skills and multitasking ability
• Bachelor's degree, preferably in business
• Additional professional designations (e.g., CFP, CRPC)
• Insurance licenses

Skills:

• Account and Client Management
• Investment and Relationship Advisory
• Business Development and Prospecting
• Fraud and Issue Management
• Portfolio and Client Experience Branding

Shift: 1st shift (United States of America)

Hours Per Week: 40