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Merrill Financial Solutions Advisor - Chicago North Market

Bank of America

Village of Lakewood (IL, NY)

On-site

USD 60,000 - 100,000

Full time

30+ days ago

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Job summary

An established industry player is seeking a dynamic Financial Solutions Advisor to join their team in Illinois. This role offers the opportunity to work closely with affluent clients, providing tailored financial advice and investment strategies while developing essential relationship management skills. The ideal candidate will thrive in a collaborative environment, leveraging a wealth of resources to meet client needs and exceed financial targets. Join a culture-driven team that values diversity and empowers you to bring your whole self to work, making a significant impact in the lives of clients through effective wealth management solutions.

Qualifications

  • Holds Series 7 & 66 licenses; 2 years in financial services.
  • Experience in investments and strong relationship building.

Responsibilities

  • Provides personalized financial advice to clients.
  • Develops a book of business to meet financial targets.

Skills

Account Management
Client Investments 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

Education

Bachelor's degree in business-related field

Job description

Merrill Financial Solutions Advisor - Chicago North Market

Northbrook, Illinois; Crystal Lake, Illinois; Highland Park, Illinois; Deer Park, Illinois; Lake Forest, Illinois

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.

Key Responsibilities:
  1. Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
  2. Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
  3. Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth.
  4. Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.
  5. Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
  6. Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds.
The Advisor Development Program (ADP) Journey:

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role, you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role.

Required Qualifications:
  1. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  2. Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  3. Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  4. Self-starter who efficiently manages time and capacity.
  5. Sets and accomplishes goals, achieving whatever you put your mind to.
  6. Builds and nurtures strong relationships.
  7. Collaborates effectively with others to get things done.
  8. Communicates effectively and confidently and is comfortable engaging all clients.
  9. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  10. Likes to learn, adapts to new information and seeks the right solutions for clients.
  11. Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
  1. Proven ability to partner and promote lead generation.
  2. Experience balancing investment management, sales activities, and new client development.
  3. Strong computer skills and the ability to multitask in a demanding environment.
  4. Bachelor's degree, preferably in a business-related field.
  5. Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  6. Obtained insurance licenses.
Skills:
  1. Account Management
  2. Client Investments Management
  3. Client Management
  4. Client Solutions Advisory
  5. Relationship Building
  6. Advisory
  7. Business Development
  8. Fraud Management
  9. Pipeline Management
  10. Portfolio Management
  11. Client Experience Branding
  12. Issue Management
  13. Prospecting
  14. Referral Identification
  15. Sales Performance Management

**Shift:** 1st shift (United States of America)

**Hours Per Week:** 40

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