Merrill Financial Solutions Advisor - Southern CT Market

TN United Kingdom; London; 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 London. This role involves assessing client needs, developing tailored investment strategies, and leveraging technology for growth. You will receive mentorship and training to enhance your skills and advance your career within a supportive and inclusive environment. If you're passionate about finance and eager to build lasting client relationships, this opportunity offers a pathway to success in a dynamic market.

Qualifications

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

Responsibilities

• Provide personalized financial advice and assess client goals.
• Communicate suitable solutions for clients' financial needs.

Skills

Account Management

Client Investment Management

Client Management

Client Solutions Advisory

Relationship Building

Advisory

Business Development

Fraud Management

Pipeline Management

Portfolio Management

Education

Bachelor's degree in business

Job description

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Merrill Financial Solutions Advisor - Southern CT Market, London

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Client:

Bank of America

Location:

London, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

fad03c54a0b2

Job Views:

11

Posted:

26.04.2025

Expiry Date:

10.06.2025

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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. Key responsibilities include leveraging technology to achieve growth, profiling clients to understand their financial objectives, building a sustainable book of business, and providing opportunities for career advancement within the bank. This position requires SAFE Act registration, including background checks and registration process compliance.

Responsibilities:

1. Provide personalized financial advice through reviews and presentations, assessing client goals and recommending strategies.
2. Communicate suitable solutions for clients' financial needs, including core banking, investment, and life solutions.
3. Partner with Financial Advisor teams to share market insights and promote new products for portfolio growth.
4. Utilize bank resources to benefit clients and prospects.
5. Develop and grow a client book to meet financial targets and advance your career.
6. Prioritize client requests and coordinate with internal service providers.

The Advisor Development Program (ADP) Journey:

This program provides training and mentorship to help you become a successful independent financial advisor, working with both affluent and high-net-worth clients. You will develop relationship management skills, learn marketing, and prepare for a career within Merrill Wealth Management. Located in a Merrill branch, this role offers growth opportunities as you hone your skills.

We’ll help you:

1. Receive training and mentorship, enrolling in our Academy for professional development.
2. Build your network and business through interactions with advisors, clients, and institutional partners.
3. Deliver confident financial reviews and investment recommendations.
4. Learn about comprehensive financial solutions to meet client needs.

As a Merrill FSA, you can look forward to:

1. A robust referral network for client acquisition.
2. Marketing strategies to expand your reach.
3. Ongoing professional development and growth opportunities.
4. Leadership roles, including seminars and client events.

Our culture:

1. We foster an inclusive workplace supporting career growth.
2. We value diversity and aim to reflect our clients’ needs.
3. We provide continuous training and development.
4. We prioritize innovative tools and client-first approaches.
5. We support community engagement through responsible growth initiatives.

Required Qualifications:

1. Current Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
2. At least two years of experience in financial services or sales.
3. Minimum one year in the investments industry with product knowledge.
4. Self-motivated with effective time management skills.
5. Goal-oriented with strong relationship-building skills.
6. Effective communicator and collaborator.
7. Ability to navigate complex environments and prioritize tasks.
8. Eager to learn and adapt.
9. Attention to regulatory and due diligence requirements.

Desired Qualifications:

1. Proven lead generation and partnership skills.
2. Experience balancing investment management and client development.
3. Strong computer skills and multitasking ability.
4. Bachelor's degree, preferably in business.
5. Additional designations like CFP or CRPC are a plus.
6. Insurance licenses are advantageous.

Skills:

• Account Management
• Client Investment 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