Merrill Financial Solutions Advisor - Raleigh and Surrounding areas

Bank of America; Raleigh (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 Raleigh. This exciting role focuses on building relationships, understanding client needs, and providing tailored investment recommendations. The position emphasizes leveraging technology for business growth and offers a robust Advisor Development Program to enhance your skills. Join a culture that values inclusivity and professional growth, providing you with the tools and support to thrive in your career. If you have a passion for finance and client success, this opportunity is perfect for you.

Benefits

Training and Mentorship

Career Advancement Opportunities

Inclusive Work Environment

Qualifications

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

Responsibilities

• Provide personalized financial advice and strategies.
• Develop and grow a client book to meet financial targets.

Skills

Relationship Building

Communication Skills

Goal Setting

Lead Generation

Client Development

Education

Series 7 License

Series 66 License

Experience in Financial Services

Tools

Financial Planning Software

CRM Tools

Job description

Merrill Financial Solutions Advisor - Raleigh and Surrounding areas

Join to apply for the Merrill Financial Solutions Advisor - Raleigh and Surrounding areas role at Bank of America

Job Description

This role involves working with high-net worth clients with annual revenues of $100k-$5mm. Responsibilities include identifying client needs, developing relationships, reviewing investment goals, and providing tailored investment recommendations. The position emphasizes leveraging technology for business growth, profiling clients to understand their investor profile and financial objectives, building a sustainable book of business, and supporting career development within the bank. It is subject to SAFE Act registration requirements, including registration with the federal registry system and passing the necessary background checks. Failure to maintain registration may result in disciplinary actions, including termination.

Responsibilities

• Provide personalized advice through client reviews and presentations, assessing financial goals and recommending strategies.
• Communicate suitable solutions, including core banking, investment, and life solutions.
• Collaborate with Financial Advisor teams to share market insights and promote portfolio growth.
• Utilize the bank’s resources to benefit clients and prospects.
• Develop and grow a client book to meet financial targets and advance within the firm.

Advisor Development Program (ADP) Journey

This program offers training and mentorship to develop skills necessary to become a successful independent financial advisor. It includes working with affluent and high-net-worth clients, developing relationship management skills, and understanding the full suite of financial solutions. Opportunities for growth, leadership, and building a professional network are integral parts of the program.

What We Offer

• Training, mentorship, and professional development opportunities.
• Support in building a client base and expanding your network.
• Opportunities for leadership and career advancement.

Our Culture

• Inclusive environment supporting career growth for all employees.
• Commitment to diversity, community engagement, and responsible growth.

Minimum Qualifications

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• At least two years of experience in financial services or sales, with a focus on investments.
• Strong relationship-building, communication, and goal-setting skills.

Preferred Qualifications

• Experience in lead generation and client development.
• Additional professional designations (e.g., CFP, CRPC).
• Insurance licenses and strong computer skills.

Additional Details

• Shift: 1st shift, 40 hours/week.
• Employment type: Full-time.
• Job function: Consulting, IT, Sales.
• Industry: Banking.