Merrill Financial Solutions Advisor - Valley Coast Market

YMCA of the north; Santa Barbara (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Financial Solutions Advisor to provide personalized advice and build strong client relationships. This role involves assessing financial goals, recommending investment strategies, and collaborating with advisory teams to enhance client portfolios. The ideal candidate will thrive in a dynamic environment, possess strong communication skills, and be adept at managing client needs. Join a diverse and inclusive team where your contributions will make a significant impact in helping clients achieve their financial aspirations. If you're passionate about finance and client service, this opportunity is perfect for you.

Qualifications

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

Responsibilities

• Provides tailored advice to clients on financial goals.
• Partners with Financial Advisor teams to promote portfolio growth.

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 a business-related field

Job description

Merrill Financial Solutions Advisor - Valley Coast Market

Westlake Village, California; Santa Barbara, California; Encino, California; Woodland Hills, California; Oxnard, California

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

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 a 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
7. Business Development
8. Fraud Management
9. Pipeline Management
10. Portfolio Management
11. Client Experience Branding
12. Issue Management
13. Prospecting
14. Referral Identification
15. Sales Performance Management

Shift: 1st shift (United States of America)

Hours Per Week: 40