Merrill Financial Solutions Advisor - Wayne & Associates Market

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

Job summary

An established industry player seeks dynamic financial advisors to work with high-net worth clients. This role emphasizes relationship management, providing tailored investment strategies, and leveraging technology for business growth. Advisors will receive comprehensive training through a development program, enhancing their skills in client interaction and portfolio management. With a focus on diversity and inclusion, this firm offers a supportive culture and opportunities for career advancement. Join a team dedicated to responsible growth and community support while building a successful career in wealth management.

Qualifications

• 2+ years in financial services or sales with investment industry experience.
• Strong relationship-building and communication skills.

Responsibilities

• Provide tailored advice and strategies to high-net worth clients.
• Develop a book of business to meet financial targets and advance as an advisor.

Skills

Account & Client Management

Relationship Building & Advisory

Business Development & Prospecting

Portfolio & Fraud Management

Education

Bachelor's degree in business

Job description

This job involves working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations aligned with client objectives. Key responsibilities include leveraging technology for business growth, profiling activities to determine client investor profiles, building a sustainable book of business, and providing opportunities for career advancement within the bank. The position requires SAFE Act registration and compliance with related regulations.

Responsibilities:

1. Provide tailored advice to clients through reviews and presentations, assessing financial 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 portfolio growth.
4. Utilize bank resources to benefit clients and prospects.
5. Develop and grow a book of business to meet financial targets and advance as an advisor.
6. Prioritize client requests and connect them with appropriate internal services.

The Advisor Development Program (ADP):

This program provides training and mentorship to develop successful, independent financial advisors. Advisors will work with affluent and high-net worth clients, honing relationship management skills, and preparing for a career within Merrill Wealth Management.

We’ll help you:

1. Receive training and mentorship, with opportunities to develop through our Academy.
2. Build your network and grow your business by interacting with clients and advisors.
3. Deliver client reviews and presentations confidently, recommending suitable investment strategies.
4. Learn about comprehensive financial solutions to meet client needs.

As a Merrill FSA, you can expect:

1. A strong referral network to increase client acquisition opportunities.
2. Marketing strategies to reach broader audiences.
3. Ongoing professional development.
4. Opportunities for growth and leadership roles.

Our culture:

1. Supports diversity, inclusion, and career development.
2. Focuses on responsible growth and community support.

Required Qualifications:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• At least two years of experience in financial services or sales.
• Minimum one year in the investments industry with product knowledge.
• Self-motivated with strong relationship-building skills.
• Effective communicator, capable of managing goals and navigating complex environments.

Desired Qualifications:

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

Skills:

• Account & Client Management
• Relationship Building & Advisory
• Business Development & Prospecting
• Portfolio & Fraud Management

Shift: 1st shift (U.S. hours)

Hours per week: 40