Merrill Financial Solutions Advisor - Eastern Pennsylvania Market

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

Job summary

An established industry player is seeking a motivated Financial Solutions Advisor to join their dynamic Wealth Management team. In this role, you will work closely with affluent clients, providing tailored investment advice and building strong relationships to help them achieve their financial goals. You will receive comprehensive training and mentorship, empowering you to thrive in a supportive environment that values diversity and personal growth. This is an exciting opportunity to advance your career in a company that prioritizes client satisfaction and professional development, while making a meaningful impact in the lives of your clients.

Qualifications

• Two years experience in financial services or sales environment.
• Holds Series 7 & 66 licenses and has investment industry knowledge.

Responsibilities

• Provide personalized advice to high-net worth clients.
• Develop relationships and prepare investment recommendations.
• Leverage technology to achieve business growth goals.

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

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 bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Responsibilities:

1. This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
2. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank.
3. This position is subject to SAFE Act registration requirements.

Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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, 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.

We’ll help you:

1. Get training and one-on-one mentorship from managers who are invested in your success.
2. Build connections to grow your network and business.
3. Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

As a Merrill FSA, you can look forward to:

1. A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition.
2. Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
3. Leadership opportunities, including leading client and conference seminars.

We’re a culture that:

1. Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
2. Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
3. Provides continuous training and developmental opportunities to help employees achieve their goals.

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. Builds and nurtures strong relationships.
6. Communicates effectively and confidently and is comfortable engaging all clients.

Desired Qualifications:

1. Proven ability to partner and promote lead generation.
2. Strong computer skills and the ability to multitask in a demanding environment.
3. Bachelor's degree, preferably in business-related field.

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

Shift:

1st shift (United States of America)

Hours Per Week:

40