Merrill Financial Solutions Advisor - Washington DC Market

Bank of America; Connecticut; On-site; USD 75,000 - 85,000; Full time

Job summary

An established industry player is seeking driven individuals to join their Advisor Development Program. This role offers the opportunity to work with affluent clients, providing tailored financial solutions while receiving mentorship and training. You will develop essential relationship management skills, engage in ongoing professional development, and access a strong referral network. The company values diversity and inclusion, ensuring a supportive environment for all employees. If you're a self-starter with a passion for finance and client success, this role is a perfect fit for you.

Benefits

Paid time off

Industry-leading benefits

Resources for employee well-being

Qualifications

• At least two years in financial services or a sales environment with goal attainment.
• Minimum one year in investments, with knowledge of investment products.

Responsibilities

• Work with high-net worth clients to develop relationships and review investment goals.
• Leverage technology to achieve business growth goals.

Skills

Account Management

Client Investment Management

Client Solutions Advisory

Relationship Building

Business Development

Education

Bachelor’s degree

CFP or CRPC designations

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

We are committed to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes in the importance of collaboration and offering flexibility to our employees, depending on their roles.

Working here provides opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities:

• Work with high-net worth clients to identify needs, develop relationships, review investment goals, and prepare recommendations aligning with client objectives.
• Leverage technology to achieve business growth goals.
• Profile activities to determine client investor profiles and financial resource objectives.
• Build a sustainable book of business and provide career development opportunities for advisors.
• This position requires SAFE Act registration; employees must register, complete background checks, and maintain good standing, with disciplinary actions possible for non-compliance.

Advisor Development Program (ADP):

This program guides you to become a successful, independent financial advisor through training and mentorship. You will work with affluent and high-net worth clients, developing relationship management skills, and preparing for a career within Merrill Wealth Management. Located in a Merrill branch.

Training and Growth:

• Receive training and mentorship from invested managers.
• Build your network and business through marketing and client interactions.
• Deliver client reviews and recommend financial strategies.
• Learn about a full suite of financial solutions and connect clients to appropriate services.

Career Opportunities:

• Access to a strong referral network and marketing strategies.
• Ongoing professional development and growth opportunities.
• Leadership opportunities, including leading seminars.

Our Culture:

• Inclusive workplace supporting career growth for all employees.
• Belief in diversity to meet the needs of a global client base.
• Continuous training and development.
• Focus on responsible growth and community support.

Minimum Qualifications:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• At least two years in financial services or a sales environment with goal attainment.
• Minimum one year in investments, with knowledge of investment products.
• Self-starter with strong relationship-building and communication skills.
• Ability to manage goals and work efficiently in a fast-paced environment.

Preferred Qualifications:

• Proven lead generation ability.
• Experience balancing management, sales, and client development.
• Strong computer skills and multitasking ability.
• Bachelor’s degree, CFP or CRPC designations, insurance licenses are a plus.

Skills:

• Account Management, Client Investment Management, Client Solutions Advisory, Relationship Building, Business Development, and others listed.

Shift & Hours:

1st shift, 40 hours/week.

Compensation & Benefits:

Salary: $75,000 - $85,000 annually, with incentive eligibility.

Benefits include industry-leading offerings, paid time off, and resources to support employee well-being.