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

    Bank of America
    Bank of America Austin, United States

    3 days ago

    Bank of America background
    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 clients 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 PriorityTM 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 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 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

    Bachelors 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
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