Merrill Financial Solutions Advisor - St. Louis Metro Market

Bank of America; Swansea; On-site; USD 75,000 - 85,000; Full time

Job summary

A leading company seeks a Merrill Financial Solutions Advisor for the Swansea area, focusing on high-net worth clients. The role entails providing financial advice, managing client relationships, and leveraging bank resources for clients' benefits while participating in an advisor development program. This position offers competitive pay and benefits.

Benefits

Industry-leading benefits

Paid time off

Resources for professional growth

Qualifications

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66) required.
• Two years in financial services or sales, with goal achievement.
• Minimum one year in investments with product knowledge.

Responsibilities

• Provide tailored financial advice and investment strategies.
• Collaborate with Financial Advisor teams to promote portfolio growth.
• Develop and grow a business book to meet financial targets.

Skills

Account Management

Client Investment and Solution Management

Relationship Building

Advisory and Business Development

Client Experience and Referral Identification

Education

Bachelor’s degree in business or related field

Job description

Social network you want to login/join with:

Merrill Financial Solutions Advisor - St. Louis Metro Market, Swansea

Client:

Bank of America

Location:

Job Category:

Other

EU work permit required:

Yes

Job Reference:

f356a09aa536

Job Views:

4

Posted:

25.06.2025

Expiry Date:

09.08.2025

Job Description:

Description: This job 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 business book, and providing career development opportunities within the bank. The role requires SAFE Act registration, including background checks and compliance.

Responsibilities:

• Provide tailored financial advice and investment strategies
• Communicate solutions suited for clients’ financial needs
• Collaborate with Financial Advisor teams to promote portfolio growth
• Utilize bank resources for client benefit
• Develop and grow a business book to meet financial targets
• Prioritize client requests and coordinate with internal service providers

Advisor Development Program (ADP) Journey: The program offers training and mentorship to develop successful, independent financial advisors, working with affluent clients and progressing within Merrill Wealth Management.

Growth Opportunities:

• Training and mentorship from invested managers
• Networking and business growth opportunities
• Delivering client reviews and investment strategies confidently
• Access to a full suite of financial solutions
• Professional development and leadership opportunities

Our Culture:

• Inclusive workplace supporting career development
• Diversity as a strength
• Continuous training and development
• Focus on client needs and responsible growth

Required Qualifications:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
• Two years in financial services or sales with goal achievement
• Minimum one year in investments, with product knowledge
• Self-motivated with effective relationship-building and communication skills
• Ability to manage goals and prioritize in a fast-paced environment
• Willingness to learn and adapt
• Regulatory diligence

Desired Qualifications:

• Proven lead generation and partnership skills
• Experience in investment management and client development
• Strong computer skills
• Bachelor’s degree in business or related field
• Additional professional designations (e.g., CFP, CRPC)
• Insurance licenses

Skills:

• Account Management
• Client Investment and Solution Management
• Relationship Building
• Advisory and Business Development
• Fraud and Issue Management
• Pipeline and Portfolio Management
• Client Experience and Referral Identification
• Sales Performance

Shift: 1st shift (U.S.)

Hours Per Week: 40

Pay Range: $75,000 - $85,000 annually, based on experience and skills. Incentives available.

Benefits: Benefits-eligible role with industry-leading benefits, paid time off, and resources for professional growth.