Merrill Financial Solutions Advisor - Washington DC Market

Bank of America; Washington (IA); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their Advisor Development Program. This role offers the chance to work with affluent clients, providing tailored investment advice and fostering strong relationships. You'll receive extensive training and mentorship, positioning you for success as an independent financial advisor. With a commitment to diversity and inclusion, this company promotes a supportive culture that encourages professional growth and community involvement. If you're a self-starter with a passion for finance, this opportunity is perfect for you.

Qualifications

• At least two years in financial services or sales environment.
• Series 7 & 66 licenses required.

Responsibilities

• Develop relationships with high-net worth clients and assess financial goals.
• Leverage technology for business growth and client profiling.

Skills

Client Relationship Management

Sales Skills

Investment Knowledge

Effective Communication

Goal-Oriented

Education

Bachelor's Degree

Professional Designations (CFP, CRPC)

Tools

Financial Software

CRM Tools

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, hiring individuals from broad backgrounds, and investing in our teammates and their families through competitive benefits supporting physical, emotional, and financial well-being.

Bank of America values teamwork and flexibility, offering a multi-faceted approach depending on roles. Working here offers opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities:

• Work with high-net worth clients, identify needs, develop relationships, review investment goals, and prepare tailored investment recommendations.
• Leverage technology to achieve business growth, profile client activities to determine investor profiles and financial objectives, and build a sustainable book of business.
• Provide opportunities for advisors to pursue a career within the bank.
• This role requires SAFE Act registration; employees must register and pass background checks, with failure to do so potentially leading to disciplinary action.

Additional Details:

• Provide personalized advice through client reviews and presentations, assessing financial goals and recommending strategies.
• Partner with Financial Advisor teams, share market insights, and promote portfolio growth.
• Develop and grow a client book to meet financial targets, and prioritize client requests.

The Advisor Development Program (ADP):

This program guides you to become a successful, independent financial advisor through training and mentorship, working with affluent and high-net worth clients, and developing relationship management skills. Located in a Merrill branch, this role offers growth, networking, and professional development opportunities.

Support and Growth:

• Receive training, mentorship, and enrollment in our Academy.
• Build a network and business, deliver financial advice confidently, and connect clients to appropriate solutions.

Our Culture:

• Foster a welcoming environment with support and resources for career advancement.
• Embrace diversity, provide ongoing training, and prioritize client needs.
• Support community initiatives and responsible growth.

Minimum Qualifications:

• Series 7 & 66 licenses (or 63 and 65 in lieu of 66).
• At least two years in financial services or a sales environment, with a minimum of one year in investments, including product knowledge.
• Self-starter, goal-oriented, relationship builder, effective communicator, and capable of managing a fast-paced environment.

Preferred Qualifications:

• Experience in lead generation, balancing management, and sales.
• Strong computer skills, bachelor's degree, and professional designations like CFP or CRPC are a plus. Insurance licenses are desirable.