Merrill Financial Solutions Advisor - Raleigh and Surrounding areas

YMCA of the north; Wilson (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 offers the opportunity to provide tailored financial advice, develop strong client relationships, and leverage technology for business growth. You will receive comprehensive training and mentorship to help you thrive as an independent advisor, while also having access to a robust referral network. Join a culture that values diversity, continuous learning, and professional growth, and make a significant impact in the lives of your clients as you guide them towards achieving their financial goals.

Benefits

Ongoing professional development

Strong referral network

Leadership opportunities

Qualifications

• Two years' experience in financial services or sales.
• Currently holds Series 7 & 66 licenses.

Responsibilities

• Provides personalized advice and investment strategies to clients.
• Develops and grows a book of business to meet financial targets.

Skills

Account Management

Client Investments Management

Client Management

Client Solutions Advisory

Relationship Building

Business Development

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

Job Description:

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. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. 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, 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. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

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.
4. Learn about the full suite of financial solutions.

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. Potential Opportunities for professional growth.
4. 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.
3. Provides continuous training and developmental opportunities to help employees achieve their goals.
4. Is committed to advancing our tools, technology and ways of working.

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. Communicates effectively and confidently and is comfortable engaging all clients.
8. 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).

Skills:

1. Account Management
2. Client Investments Management
3. Client Management
4. Client Solutions Advisory
5. Relationship Building
6. Business Development

Shift:

1st shift (United States of America)

Hours Per Week:

40