Merrill Financial Solutions Advisor - Deforest, United States - Bank of America

Bank of America Deforest, United States

2 weeks ago

Description

Merrill Financial Solutions Advisor - North Virginia Market page is loaded

Merrill Financial Solutions Advisor - North Virginia Market

Apply

locations

Vienna

Reston

Fredericksburg

Alexandria

Leesburg

time type

Full time

posted on

Posted 3 Days Ago

job requisition id

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.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.

We're devoted 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 both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us

Job Description:

This 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, and providing opportunities for advisors to pursue a career within the bank.

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.

Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.

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 (as appropriate) in an effort to promote portfolio growth 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 to measure their ability to progress to the next phase as an advisor 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.

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.

We'll help you:
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 reviews/presentations with

confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. Learn about the full suite of financial solutions.

Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.

As a Merrill FSA, you can look forward to:

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.

We're a culture that:

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.

Required Qualifications:
Currently holds Series 7 & & 65 in lieu of 66) licenses

Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services 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 Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Desired Qualifications:
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 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

Skills:
Account Management
Client Investments Management
Client Management
Client Solutions Advisory
Relationship Building
Advisory Business Development
Fraud Management
Pipeline Management
Portfolio Management
Client Experience Branding
Issue Management
Prospecting
Referral Identification
Sales Performance Management

Shift:
1st shift (United States of America)

Hours Per Week:
40

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.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.

We're devoted to being a diverse and inclusive workplace for everyone.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us
Partnering Locally
Learn about some of the ways Bank of America is making a difference in the communities we serve.
Global Impact

Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates.

Diversity and Inclusion
Each employee brings unique skills, background and opinions. We see diversity and inclusion as our platform for innovation and a key component in our success.
Our Values
Learn about our four values that represent what we believe.

#J-18808-Ljbffr

Wealth Management Coordinator

1 week ago

TruStage Waunakee, United States

At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology soluti ...
Account Executive

6 days ago

Viamedia Inc. Madison, United States

**Account Executive - Sales** · **Department: Sales** · **Reports to: LSM, GSM, or DVP** · **JOB SUMMARY** · **ESSENTIAL FUNCTIONS OF THE POSITION**: · - Accountable for managing multiple budgets, encompassing traditional video and digital solutions. · - Upsell to existing key ac ...
Application Principal

1 day ago

UW Health Madison, United States

**Work Schedule**: · Full time, 100% FTE position with a work schedule of Monday-Friday, 8:00 am - 5:00 pm. This position will have a mínimal responsibility with weekend and on-call rotation. This is a hybrid position and may require some onsite work, this can be discussed during ...
Aveda Advisor

1 week ago

Edgeless Beauty Group Madison, United States

At the Institute of Beauty and Wellness, we're more than just a school - we're a community dedicated to caring, compassion, and uplifting others. As an Aveda Advisor, you'll play a vital role in creating a spectacular experience for our students, internal team members, and valued ...
Aveda Advisor

1 week ago

Edgeless Beauty Group Madison, United States

At the Institute of Beauty and Wellness, we're more than just a school - we're a community dedicated to caring, compassion, and uplifting others. As an Aveda Advisor, you'll play a vital role in creating a spectacular experience for our students, internal team members, and valued ...
Relationship Manager

1 week ago

Wind River Payments Madison, United States

As a Relationship Manager at Wind River Payments (WRP), you will thrive on building strong, long-term client relationships. You'll understand client needs and demonstrate how our unique service model and industry-leading solutions will meet those needs. You will see opportunities ...
Vice President, IT Infrastructure

6 days ago

Exact Sciences Corporation Madison, United States

**Help us change lives** · At Exact Sciences, we're helping change how the world prevents, detects and guides treatment for cancer. We give patients and clinicians the clarity needed to make confident decisions when they matter most. Join our team to find a purpose-driven career, ...
Student Support Advisor-early College Stem Academy

2 weeks ago

MATC Madison, United States

**Job Posting Date**: · April 9, 2024 · **Application Deadline**: · **Salary Information**: · $58,975 - $73,713 · **Department**: · Early College and Workforce Advisors · The **Early College STEM Academy** at **Madison College** has an excellent opportunity for an engaging and co ...
Managing Director

2 weeks ago

Delve/Bresslergroup Madison, United States

Job Details · **Job Location** · - Madison Studio - Madison, WI- About the Job · As Managing Director, you will lead our Madison studio. You will be responsible for studio leadership with a focus on building both a vibrant studio culture and community as well as a growing, profit ...
Architect

2 weeks ago

Flad Architects Madison, United States

Overview: · If you enjoy solving complex challenges in a collaborative environment that celebrates each person's ideas, experience, and creativity, this might be the opportunity for you. Flad is a national architectural firm, with ten offices across the country, specializing in s ...
Financial Analyst

6 days ago

Prototek Sheetmetal Fabrication, LLC Madison, United States

**Financial Analyst** · **About Prototek** · **Job Summary** · The Financial Analyst assists in the preparation of annual budgets, forecasts, short-term and long-term financial plans, and collaborate with cross-functional teams to gather relevant information for financial analysi ...
Director, HR Business Partner

1 day ago

Fujifilm Madison, United States

Overview: · **Fujifilm Cellular Dynamics Inc. (FCDI) is seeking a Director, HR Business Partner.** · This role will be responsible for directing all human resources functions in support of the overall business plan and strategic direction of FUJIFILM Cellular Dynamics, Inc. (FCDI ...
Associate Director of Operations

4 days ago

University of Wisconsin–Madison Madison, United States

**Job Summary**: · The Associate Director of Operations at University Health Services (UHS) is entrusted with supporting the direction and leadership of operational activities, aligning them with the strategic objectives of UHS and UW-Madison Student Affairs. UHS operations team ...
Truck Service Advisor I

2 days ago

Travel Centers Of America Deforest, United States

There's never been a better time to join TravelCenters of America For more than 50 years, millions of professional truck drivers and motorists have called our travel centers home, depending on us daily for fuel, food, truck maintenance and essential services. · Driven by a passio ...
Experienced Financial Advisor

1 week ago

Prudential Financial Wisconsin, United States

Prudential Advisors is looking for an experienced financial professional in the Milwaukee area that is interested in working with an existing book. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for ...
Experienced Financial Advisor

1 week ago

Prudential Financial Madison, United States

Prudential Advisors is looking for an experienced financial professional in the Madison area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to P ...
Wealth Managment Leadership Program

5 days ago

Equitable Advisors Wisconsin, United States

Equitable Advisors- Management Job Description · At Equitable Advisors, we value your ambition. We work hard to create a culture where you can move forward as fast as you're capable. Our #VP24 program is an established management track designed to help accelerate your success as ...
Independent Financial Advisor

3 days ago

Prudential Financial Wisconsin, United States

Prudential Advisors is looking for experienced financial professionals who are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial sol ...
Locum Tenens CRNA

2 days ago

Caliber Healthcare Solutions Madison, WI, United States

Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Madison, Wisconsin. · Job Description & Requirements · Specialty: Anesthesia · Discipline: CRNA · Start Date: 06/03/2024 · Duration: 13 weeks · 40 hours per week · Shift: 10 hours · Employment Typ ...
HR Manager

5 days ago

Solomon Page Madison, United States

Our client, a well-established food/beverage manufacturing organization in the Madison, Wisconsin region has an immediate opening onsite for an HR Manger. · Salary range is k plus bonus · Required Qualifications: · 4+ years HR experience in FOOD and/or Beverage Manufacturing · P ...