Merrill Financial Solutions Advisor - Volunteer Market - Nashville, Chattanooga, Knoxville and [...]

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

Job summary

An established industry player is seeking a Financial Solutions Advisor to join their dynamic team. This role focuses on providing personalized financial advice and investment strategies to clients, helping them achieve their financial goals. The ideal candidate will have a strong background in financial services, excellent relationship-building skills, and the ability to thrive in a fast-paced environment. Join a diverse team committed to transparency and client success, where your contributions will directly impact clients' lives and financial futures. If you're passionate about finance and eager to make a difference, 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 based on financial goals.
• Partners with Financial Advisor teams to promote portfolio growth.

Skills

Account Management

Client Investments Management

Relationship Building

Business Development

Sales Performance Management

Portfolio Management

Client Solutions Advisory

Fraud Management

Prospecting

Pipeline Management

Education

Bachelor's degree in business-related field

Job description

Merrill Financial Solutions Advisor - Nashville Market - Nashville, Chattanooga, Knoxville and Morristown, TN

Nashville, Tennessee; Brentwood, Tennessee; Murfreesboro, Tennessee; Knoxville, Tennessee; Morristown, Tennessee; Chattanooga, Tennessee; Franklin, Tennessee; Bowling Green, Kentucky

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 bring 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 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

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.