Merrill Financial Solutions Advisor - Suburban Boston Market

Bank of America; Burlington (MA); On-site; USD 60,000 - 100,000; Full time

Job summary

Join an innovative firm as a Financial Advisor where you'll work closely with high-net-worth clients, helping them achieve their financial goals through personalized advice and relationship management. This role offers a unique opportunity to develop your career within a supportive environment that values diversity and continuous learning. You'll leverage cutting-edge technology and a strong referral network to build a sustainable book of business, all while receiving mentorship and training to enhance your skills. If you're a motivated individual with a passion for finance and client success, this position is perfect for you!

Qualifications

• Two years of experience in financial services or sales with goal achievement.
• Self-motivated, goal-oriented, relationship-builder, effective communicator.

Responsibilities

• Provide tailored advice through reviews and presentations, assessing financial goals.
• Develop and grow a book of business to meet financial targets and advance career progression.

Skills

Account & Client Management

Investment & Portfolio Management

Relationship Building & Advisory

Business Development & Prospecting

Sales & Referral Strategies

Education

Bachelor’s degree in business

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. It is one of the largest businesses of its kind globally, specializing in goals-based wealth management including retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned lives through personal relationships with their advisory teams, committed to their needs. We believe trust stems from transparency. Our teams are equipped with Merrill's investment insights and Bank of America’s banking services.

At Merrill, we empower you to bring your whole self to work. We value diversity in thought, business, employees, and clients. Our team comprises individuals from diverse backgrounds, bringing unique perspectives, ideas, and experiences, fostering a culture that is driven, resilient, results-focused, and effective.

Job Description:

This role involves working with high-net-worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing recommendations aligned with client objectives. Responsibilities include leveraging technology for business growth, profiling clients to determine their investor profile and financial goals, building a sustainable book of business, and providing opportunities for advisors to advance within the bank. This position requires SAFE Act registration; all employees involved in residential mortgage loan origination must register with the federal registry and maintain good standing. Failure to do so may lead to disciplinary actions, including termination.

Responsibilities:

• Provide tailored advice through reviews and presentations, assessing financial goals and recommending strategies.
• Communicate suitable solutions for clients’ financial needs, including banking, investment, and life solutions.
• Partner with Financial Advisors to expand networks by sharing market insights and discussing new products to promote portfolio growth.
• Utilize the full resources of the bank to benefit clients and prospects.
• Develop and grow a book of business to meet financial targets and advance career progression.
• Prioritize client requests and connect them with appropriate internal services based on their needs and asset thresholds.

The Advisor Development Program (ADP) Journey:

This program guides you through training to become a successful, independent Financial Advisor, working with both affluent and high-net-worth clients to develop relationship management skills and operate in an Elite Growth Practice. The role offers a pathway to a career within Merrill Wealth Management, with training located in a Merrill branch.

Support and Development:

• Receive training and mentorship, enroll in our Academy, and develop your skills.
• Build your network and business through interactions with advisors, clients, and partners.
• Deliver confident financial reviews and recommendations.
• Learn about comprehensive financial solutions to meet client needs.

Opportunities as a Merrill FSA:

• Access to a strong referral network and specialized partners.
• Marketing strategies to expand reach.
• Ongoing professional development and growth opportunities.
• Leadership roles, including seminars and client events.

Our Culture:

• Committed to an inclusive workplace supporting career growth.
• Believes diversity strengthens us and reflects our clients' needs.
• Provides continuous training and development.
• Focuses on innovative tools and responsible growth, supporting communities globally.

Required Qualifications:

• Series 7 & 66 licenses (or Series 63 & 65 in lieu of 66).
• Two years of experience in financial services or sales with goal achievement.
• At least one year in investments, with in-depth product knowledge.
• Self-motivated, goal-oriented, relationship-builder, effective communicator.
• Ability to manage goals, prioritize, and adapt quickly.
• Diligent in regulatory compliance and client strategies.

Desired Qualifications:

• Proven lead generation and partnership skills.
• Experience balancing management, sales, and client development.
• Strong computer skills and multitasking ability.
• Bachelor’s degree, preferably in business.
• Additional credentials like CFP or CRPC are a plus.
• Insurance licenses are advantageous.

Skills:

• Account & Client Management
• Investment & Portfolio Management
• Relationship Building & Advisory
• Business Development & Prospecting
• Sales & Referral Strategies

It is unlawful in Massachusetts to require or administer lie detector tests for employment decisions. Violations may result in penalties.

Shift: 1st shift (United States)

Hours per week: 40