Merrill Financial Solutions Advisor - Raleigh and Surrounding areas

YMCA of the north; Chapel Hill (NC); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Merrill Financial Solutions Advisor to work with high-net-worth clients in North Carolina. This role involves understanding client needs, providing personalized investment advice, and leveraging technology to drive business growth. You will partner with Financial Advisor teams, develop a sustainable book of business, and help clients achieve their financial goals. If you are a self-starter with strong relationship-building skills and a passion for finance, this opportunity offers a chance to thrive in a dynamic and supportive environment.

Qualifications

• Two years in financial services or sales with proven goal achievement.
• Series 7 & 66 licenses required; CFP or CRPC preferred.

Responsibilities

• Provide tailored advice and investment strategies to high-net-worth clients.
• Develop and grow 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 - Raleigh and Surrounding areas

Raleigh, North Carolina; Wilson, North Carolina; Myrtle Beach, South Carolina; Chapel Hill, North Carolina; Fayetteville, North Carolina; Wilmington, North Carolina

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. 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. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

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 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
11. Branding
12. Issue Management
13. Prospecting
14. Referral Identification
15. Sales Performance Management

Shift: 1st shift (United States of America)