Merrill Financial Solutions Advisor - Northern Connecticut Market

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Merrill Financial Solutions Advisor - Northern Connecticut Market, Guildford

Client:

Bank of America

Location:

Guildford, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

fdcedbdc0451

Job Views:

10

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 tailored investment recommendations. Responsibilities include leveraging technology for business growth, profiling clients to understand their financial objectives, building a sustainable client base, and supporting advisor career development. The role requires SAFE Act registration and compliance with related regulations.

Responsibilities:

1. Provide personalized financial advice through client reviews and presentations.
2. Recommend suitable banking, investment, and insurance solutions.
3. Collaborate with Financial Advisor teams to promote portfolio growth.
4. Utilize bank resources to benefit clients and prospects.
5. Develop and grow a client book to meet financial targets.
6. 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 and high-net-worth clients, and developing relationship management skills. It prepares you for a career within Merrill Wealth Management, with opportunities for growth and advancement.

We’ll help you:

• Receive training and mentorship from invested managers.
• Build your network and client base through branch interactions.
• Deliver confident financial advice and reviews.
• Learn about a full range of financial solutions to meet client needs.

As a Merrill FSA, you can look forward to:

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

We’re a culture that:

• Supports diversity and inclusivity.
• Provides continuous training and development.
• Focuses on 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 sales with goal achievement.
• Minimum one year of investment industry experience.
• Self-motivated with effective relationship-building skills.
• Strong communication and goal management skills.
• Ability to navigate complex environments and learn continuously.

Desired Qualifications:

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

Skills:

• Account & Client Management
• Investment & Portfolio Management
• Business Development & Relationship Building
• Advisory & Client Solutions
• Sales & Referral Strategies

Shift: 1st shift (United States of America)

Hours Per Week: 40