Merrill Financial Solutions Advisor - Eastern Pennsylvania Market

Bank of America; Reading (Berks County); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Financial Solutions Advisor to join their dynamic team in Eastern Pennsylvania. This role involves providing tailored investment advice and building strong client relationships. You will collaborate with Financial Advisors to promote portfolio growth while utilizing extensive resources to meet client needs. The ideal candidate is a self-starter with a strong background in finance and a passion for helping clients achieve their goals. Join a company that values diversity and empowers its employees to thrive in a supportive environment, where your contributions will make a meaningful impact on clients' financial futures.

Qualifications

• Series 7 & 66 licenses required.
• 2 years in financial services or sales, with investment knowledge.

Responsibilities

• Provide personalized advice to clients based on financial goals.
• Develop and grow a book of business to meet financial targets.

Skills

Account Management

Client Investments Management

Relationship Building

Sales Performance Management

Advisory Business Development

Fraud Management

Portfolio Management

Client Solutions Advisory

Pipeline Management

Client Experience Branding

Education

Bachelor's degree in business-related field

Tools

Financial Software

Job description

Merrill Financial Solutions Advisor - Eastern Pennsylvania Market

Allentown, Pennsylvania; Camp Hill, Pennsylvania; Lancaster, Pennsylvania; Chambersburg, Pennsylvania; York, Pennsylvania; Scranton, Pennsylvania; Wyomissing, Pennsylvania; Williamsport, Pennsylvania; Wilkes-Barre, Pennsylvania

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.

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 Business Development
7. Fraud Management
8. Pipeline Management
9. Portfolio Management
10. Client Experience Branding
11. Issue Management
12. Prospecting
13. Referral Identification
14. Sales Performance Management

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.