Merrill Financial Solutions Advisor - Minnesota Market

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

Job summary

An established industry player is seeking passionate individuals to join their wealth management team. As a Merrill Financial Solutions Advisor, you will receive training and mentorship to develop your skills while advising clients on their financial goals. This role offers opportunities for professional growth and a strong referral network, allowing you to make a significant impact in clients' financial lives. Join a supportive culture that values diversity and inclusion, and be part of a team that focuses on responsible growth and community support.

Benefits

Ongoing professional development

Strong referral network

Access to specialists

Marketing strategies for wider reach

Qualifications

• 2+ years in financial services or sales with investment knowledge.
• Self-starter with strong relationship-building and communication skills.

Responsibilities

• Advise clients on financial goals and personal investing tools.
• Develop relationships with affluent and high net worth clients.

Skills

Series 7 & 66 licenses

Financial services experience

Relationship-building skills

Effective communication

Goal management

Education

Bachelor’s degree in business

Tools

Client management software

Job description

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Merrill Financial Solutions Advisor - Minnesota Market, Rochester

Client: Bank of America

Location:

Job Category: Work abroad Finance

-

EU work permit required:

Yes

Job Reference: 09e71091b244

Job Views: 10

Posted: 26.04.2025

Expiry Date: 10.06.2025

Job Description:

Description

At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Join our industry-leading wealth management team at Bank of America and Merrill to make a difference where it counts. We’re seeking passionate individuals with a drive to improve clients’ financial lives. You will advise clients on achieving their financial goals and support them with personal investing tools and resources.

During this stage, the Merrill Financial Solutions Advisor (Merrill FSA) will receive training and guidance through a defined path to become a financial advisor. You will work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing recommendations. You will develop relationship management skills necessary for an Elite Growth Practice (EGP). The role is based in a Merrill branch.

This position requires SAFE Act registration, including background checks. Failure to maintain registration may lead to termination.

We’ll help you:

• Receive training and mentorship to develop as an advisor.
• Build connections and grow your network.
• Deliver advice confidently through client reviews and presentations.
• Learn about financial solutions and connect clients to suitable options.

As a Merrill FSA, you can look forward to:

• A strong referral network and access to specialists.
• Marketing strategies to reach wider audiences.
• Ongoing professional development.
• Opportunities for growth and leadership.

Our culture:

• Supports diversity and inclusion.
• Provides continuous training and development.
• Focuses on responsible growth and community support.

Required skills:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• At least two years in financial services or a sales environment, including investment knowledge.
• Self-starter with strong relationship-building skills.
• Effective communicator and collaborator.
• Ability to manage goals and prioritize tasks.

Desired skills:

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

Shift: 1st shift (United States)

Hours per week: 40

Note: If you are not a passport holder of the country for the vacancy, you might need a work permit. More info on our Blog.

Apply via the 'Apply now' button. Do not provide bank or payment details.

Created on 26/04/2025 by TN United Kingdom