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Financial Solutions Advisor – Partially Licensed
Bank of America. Work with affluent and high-net-worth clients in a Merrill branch .
About the role
Key responsibilities & impact- Work with affluent and high-net-worth clients in a Merrill branch
- Identify client needs and develop relationships
- Review investment goals and prepare aligned investment recommendations
- Leverage technology to achieve business growth goals
- Profile clients to determine investor profiles and financial resource objectives
- Build a sustainable book of business
- Provide opportunities for advisors to pursue careers within the bank
- Provide tailored and personalized advice through reviews and presentations
- Partner with management to assess financial goals and recommend investment advisory strategies
- Understand and connect clients to suitable Banking, Investment, and Life Priority solutions
- Shadow Financial Advisor teams and share relevant market developments and new products
- Optimize customer experience through available resources and technologies
- Participate in training to develop a book of business and meet financial targets
- Build relationships with internal service providers based on client needs and asset thresholds
- Proactively manage risk across business, product, and service transactions
- Develop relationship-management skills for an Elite Growth Practice
- Market yourself and manage your own practice as you progress
Requirements
What you’ll need- Currently holds FINRA Securities Industry Essentials (SIE)
- 4+ years of progressive professional and/or military experience
- 2+ years of experience in the investments industry
- Ability to obtain Series 7 and 66 licenses within allotted program time
- Self-starter who efficiently manages time and capacity
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Learns, adapts to new information and seeks the right solutions for clients
- Incorporates relevant regulatory due diligence into daily activities and long-term client strategies
- Experience in financial services and/or a sales environment where goals were met or exceeded
- Strong computer skills and ability to multitask in a demanding environment
- Bachelor's Degree, preferably in business-related field
- Proven ability to partner and promote lead generation
- Experience balancing investment management, sales activities and new client development
- Additional professional designations such as CFP and/or CRPC
- Insurance licenses
Benefits
Comp & perks- Get training and one-on-one mentorship from managers
- Academy advisor development program
- Strong referral network across the business
- Marketing strategies and support
- Ongoing professional development
- Potential opportunities for professional growth
- Leadership opportunities, including leading client and conference seminars
- Continuous training and developmental opportunities
- In-office culture with role-specific flexibility based on responsibilities and business needs