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

    Bank of America
    Bank of America Stamford, United States

    3 weeks ago

    Bank of America background
    Full time
    Description

    Description

    :
    This job is responsible for working with high-net worth clients in a Merrill branch 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:

  • Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
  • Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life PriorityTM solutions
  • Shadows 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
  • Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
  • Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
  • Builds relationships with internal service providers based on client needs and asset thresholds
  • Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

    • The Advisor Development Program (ADP) Journey:

    During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide 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. This role is 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 PriorityTM 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 SIE
  • 4+ years of progressive professional and/or military experience
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
  • Ability to obtain Series 7 & 66 licenses within allotted program time
  • 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

    • Desired Qualifications:

  • ​Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Strong computer skills and the ability to multitask in a demanding environment
  • A 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
  • 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

    • Minimum Education Requirement:

    High School Diploma / GED / Secondary School or equivalent

    Shift:

    1st shift (United States of America)

    Hours Per Week:

    40
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