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Merrill Financial Solutions Advisor
hace 2 meses
DescriptionThis job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.Key responsibilities include:Leveraging technology to achieve business growth goals.Profiling activities to determine a client's investor profile and financial resource objectives.Building a sustainable book of business.Providing opportunities for advisors to pursue a career within the bank.This position is subject to SAFE Act registration requirements.
All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.Responsibilities:Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products.Understands and accesses the full breadth of resources across the bank to benefit clients or prospects.Develops and grows a book of business to meet and exceed pre-defined financial targets.Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds.The Advisor Development Program (ADP) Journey:During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.In this role, you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role.The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.
Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training.We'll help you:Get training and one-on-one mentorship from managers who are invested in your success.Build connections to grow your network and business.Deliver advice through client reviews/presentations with confidence.Learn about the full suite of financial solutions.As a Merrill FSA, you can look forward to:A strong referral network from across the business.Marketing strategies to reach wider audiences.Ongoing professional development.Potential opportunities for professional growth.We're a culture that:Is committed to building a workplace where every employee is welcomed.Believes diversity makes us stronger.Provides continuous training and developmental opportunities.Is committed to advancing our tools, technology and ways of working.Required Qualifications:Currently holds Series 7 66 (63 65 in lieu of 66) licenses.Two years' experience working in the financial service industry and/or a sales environment.Minimum of one year experience in the investments industry.Self-starter who efficiently manages time and capacity.Sets and accomplishes goals.Builds and nurtures strong relationships.Communicates effectively and confidently.Thorough and thoughtful in incorporating relevant regulatory due diligence.Desired Qualifications:Proven ability to partner and promote lead generation.Strong computer skills and the ability to multitask.Bachelor's degree, preferably in business-related field.Achieved additional professional designations such as CFP and/or CRPC.Skills:Account ManagementClient Investments ManagementClient ManagementRelationship BuildingAdvisory Business DevelopmentShift: 1st shift (United States of America)Hours Per Week: Hace más de 30 días #J-18808-Ljbffr
