- Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours
- Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
- Deliver advice through client
- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life PriorityTM solutions, through Bank of America and Merrill to meet their financial needs.
- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
- Marketing strategies to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
- Potential Opportunities for professional growth.
- Leadership opportunities, including leading client and conference seminars
- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
- Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
- Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
- Currently holds Series 7 & & 65 in lieu of 66) licenses.
- Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
- Is a self-starter who efficiently manages time and capacity.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
- Proven ability to partner and promote lead generation.
- Experience balancing investment management, sales activities and new client development.
- Strong computer skills and the ability to multitask in a demanding environment.
- A bachelor's degree, preferably in business-related field.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained insurance licenses.
-
Solutions Advisor
1 week ago
INSPYR Solutions Jamesburg, United StatesSolution Advisor - Professional Services · INSPYR Solutions Professional Services partners with its clients / prospective clients to deliver their most strategic initiatives, by delivering consulting expertise in the technology practice areas of: Application Services, Data & Anal ...
-
Financial Solutions Advisor
4 days ago
The Bank of America Corporation Rocky Hill, United StatesAt 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 Solutions Advisor, Financial, ...
-
Business Solutions Advisor
1 day ago
The Bank of America Corporation New York, United StatesAt 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 Solutions Advisor, Business, B ...
-
Business Solutions Advisor
1 day ago
The Bank of America Corporation New York, United StatesAt 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 Solutions Advisor, Financial, ...
-
Business Solutions Advisor
1 day ago
The Bank of America Corporation Brooklyn, United StatesAt 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 Solutions Advisor, Financial, ...
-
Business Solutions Advisor
1 week ago
Bank of America East Brunswick, United StatesBusiness Solutions Advisor - East Brunswick Financial Center page is loaded · Business Solutions Advisor - East Brunswick Financial Center · Apply · locations · East Brunswick · time type · Full time · posted on · Posted Yesterday · job requisition id · Job Description: ...
-
Business Solutions Advisor
3 days ago
Bank of America New York, United States OTHERJob 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. ...
-
Business Solutions Advisor
3 days ago
Bank of America New York, United States OTHERJob 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. ...
-
Merrill Financial Solutions Advisor
2 weeks ago
The Bank of America Corporation Staten Island, United StatesAt 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 Solutions Advisor, Financial, ...
-
Analyst - Client Advisor Solutions
1 week ago
Bessemer Trust New York, United StatesBessemer Trust is seeking a dynamic and analytical individual to join our team as an Analyst for the Head of Client Advisor Solutions. The ideal candidate will possess strong presentation skills, adeptness in working with and manipulating data sets, and a proactive, self-starting ...
-
Customer Advisor at Check24
2 weeks ago
Cascade Enterprises Shrewsbury, NJ, United States Freelance'AIDe PersonalService - for over 30 years, the specialist for temporary staffing and recruitment. We are a successful owner-managed company for personnel services in the fields of AUTOMOTIVE, AVIATION, ELECTRICS, HEALTHCARE, HOSPITALITY, INDUSTRIES, LOGISTICS, and OFFICES. · Are ...
-
Merrill Financial Solutions Advisor
2 weeks ago
The Bank of America Corporation New York, United StatesAt Bank of America, were guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth manag Solutions Advisor, Financial, ...
-
Merrill Financial Solutions Advisor
1 week ago
Sports Technology Awards Group Short Hills, United StatesMerrill Financial Solutions Advisor - Morristown Short Hills Market · Job Description: · Job Description · At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. ...
-
Merrill Financial Solutions Advisor
1 week ago
Sports Technology Awards Group Short Hills, United StatesMerrill Financial Solutions Advisor - Morristown Short Hills Market · 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 deliv ...
-
Merrill Financial Solutions Advisor
1 week ago
Bank of America Toms River, United StatesMerrill Financial Solutions Advisor - RED BANK & ASSOCIATES - TOMS RIVER, NJ page is loaded · Merrill Financial Solutions Advisor - RED BANK & ASSOCIATES - TOMS RIVER, NJ · Apply · locations · Toms River · Manasquan · Freehold · Red Bank · time type · Full time · posted ...
-
Internal Communications Associate, Accident
1 week ago
Crum & Forster Eatontown, United StatesCrum & Forster Company Overview: · Since 2000, Crum & Forster's Accident & Health division (A&H) has offered a diverse portfolio of specialty insurance and reinsurance products nationwide. We place a strong focus on product development and creative distribution methods, along wit ...
-
Dual study program in computer science
1 week ago
Titan Ventures Matawan, United StatesAre you interested in diving into the world of coding and developing innovative IT solutions? Then make your goals a reality with a dual study program in computer science at IU. · Start your dual studies in January, April, July or October - either directly on campus or completel ...
-
Relationship Banker, Freehold, Nj
1 week ago
Santander US Freehold, United StatesRelationship Banker, Freehold, NJ · Freehold, United States of America · The Relationship Banker plays a key role within our Retail division and is responsible for delivering personalized financial strategies to clientele through banking and borrowing needs, as well as investment ...
-
Citi New York, United StatesThe Learning Advisor is responsible for all matters related to the learning and culture needs of Enterprise Services and Public Affairs (ESPA). The Learning Advisor will be required to develop an in-depth understanding of the needs of ESPA, and address those needs via leveraging ...
-
Digital Beauty Advisor
1 week ago
Intellipro Group Inc Berkeley Heights, United States**Position**: Customer Service Representative II/ Digital Beauty Advisor · **Location**:Berkeley Heights, NJ · **Duration**:Ongoing to 2 year maximum · **Pay Rate**: $24/hr on w2 · **Job ID#**: 135866 · **Job Summary**: · The Digital Beauty Advisor will support brands by respondi ...
Merrill Financial Solutions Advisor - Red Bank, United States - Bank of America
Description
Merrill Financial Solutions Advisor - Red Bank & Associates Market page is loadedMerrill Financial Solutions Advisor - Red Bank & Associates Market
Apply
locations
Red Bank
Manasquan
Freehold
Toms River
time type
Full time
posted on
Posted 4 Days Ago
job requisition id
Job Description:
Job Description
At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful.
Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill.We're looking for the next generation of financial advisors—those with a passion for people and drive to make clients' financial lives better.
You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.
You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
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.
Located in a Merrill branch.This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.We'll help you
with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
Required skills:
Desired skills:
Shift:
1st shift (United States of America)
Hours Per Week:
40
#J-18808-Ljbffr
