Jobs
>
Arlington Heights

    Merrill Financial Solutions Advisor - Upper Arlington, United States - Bank of America

    Bank of America
    Bank of America Upper Arlington, United States

    3 weeks ago

    Bank of America background
    Description

    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

    clientreviews/presentationswith

    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 ofone yearexperience 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
    #J-18808-Ljbffr
  • Alight

    One Solution Advisor

    3 weeks ago

    Alight Lincolnshire, United States OTHER

    Our story · At Alight, we believe a company's success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to "Be Alight." · Our Values: · Champion People – be empathetic and help create a plac ...

  • The Bank of America Corporation

    Financial Solutions Advisor

    4 days ago

    The Bank of America Corporation Lake Forest, United States

    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 y Solutions Advisor, Financial, ...

  • Bank of America

    Financial Solutions Advisor

    4 days ago

    Bank of America Lake Forest, United States

    Financial Solutions Advisor -Consumer Investments - Lake Forest, IL · Lake Forest, Illinois · **Job Description:** · 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, ...

  • Bank of America

    Merrill Financial Solutions Advisor

    1 week ago

    Bank of America Lake Zurich, United States

    Merrill Financial Solutions Advisor - Chicago North Market · Northbrook, Illinois;Crystal Lake, Illinois; Highland Park, Illinois; Deer Park, Illinois; Lake Forest, Illinois · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial l ...

  • KO Business Solutions

    Manager, Accounting Services

    3 weeks ago

    KO Business Solutions Arlington Heights, United States

    KO Business Solutions is proud to be working with a growing firm specializing in accounting, tax, and consulting services based in Philadelphia and Chicago who is currently seeking a Manager, Accounting Services, to join their Chicago team. Our client provides a variety of accoun ...

  • Bank of America

    Merrill Financial Solutions Advisor

    1 week ago

    Bank of America Oak Brook, United States

    Merrill Financial Solutions Advisor - Chicago West Market · Oak Brook, Illinois;Merrillville, Indiana; Hinsdale, Illinois; Lisle, Illinois; Rockford, Illinois; Orland Park, Illinois; Schaumburg, Illinois · **Job Description:** · At Bank of America, we are guided by a common pu ...

  • Bank of America

    Merrill Financial Solutions Advisor

    1 week ago

    Bank of America Chicago, United States

    Merrill Financial Solutions Advisor - Chicago Metro Market · Chicago, Illinois · **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 ...

  • Gallagher

    Managing Director

    1 week ago

    Gallagher Rolling Meadows, United States

    About Us: · Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments w ...

  • Vistex

    Business Advisor, Solution Delivery

    3 weeks ago

    Vistex Chicago, United States

    ** Business Advisor, Solution Delivery** · **Job Category****:** Solution Delivery · **Requisition Number****:** BUSIN001633 · Showing 1 location · **Job Details** · **Description** · The Vistex **Business Advisor** is expected to leverage their business and industry experienc ...

  • Vistex

    Business Advisor, Solution Delivery

    1 week ago

    Vistex Chicago, United States

    ** Business Advisor, Solution Delivery****Job Category****:** Solution Delivery · **Requisition Number****:** BUSIN001633 · Showing 1 location · **Job Details****Description**The Vistex **Business Advisor** is expected to leverage their business and industry experiences to sol ...

  • SavATree

    Account Representative-arborist

    2 days ago

    SavATree Palatine, United States

    **Job Summary**: As a Sales Arborist your focus will be to develop, grow and support your assigned sales territory. This role will involve spending time with clients and prospects to diagnose and monitor landscapes, as well as estimating jobs and providing estimates for the work ...

  • Bank of America

    Financial Solutions Advisor Registration Investments-Northbrook, IL

    6 days ago

    Bank of America Northbrook, United States

    Financial Solutions Advisor Registration CandidateConsumer Investments-Northbrook, IL · Northbrook, Illinois · **Job Description:** · At Bank of America, were creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with ...

  • Omnicell

    Solution Advisor II CPDS Remote

    2 weeks ago

    Omnicell Chicago, United States

    Job Description · Solution Advisor II · The Solution Advisor (SA) II assist customers to receive maximum value from their installed automation products. The SA team works closely with Customer Success organization, including Customer Success Managers (CSM), Clinical Account Man ...

  • Omnicell

    Solution Advisor II CPDS Remote

    3 weeks ago

    Omnicell Chicago, United States

    Job Description · Solution Advisor II · The Solution Advisor (SA) II assist customers to receive maximum value from their installed automation products. The SA team works closely with Customer Success organization, including Customer Success Managers (CSM), Clinical Account Mana ...

  • SGL Financial

    New Business Specialist

    1 week ago

    SGL Financial Buffalo Grove, United States

    **Job description** · Our Financial Services and Wealth Management Firm is looking for a confident, focused, and highly motivated individual that's interested in a New Business Specialist opportunity. · This is a full-time, in-office position during standard business hours which ...

  • Vistex BKV

    Functional Consultant

    3 weeks ago

    Vistex BKV Hoffman Estates, United States

    As a Vistex **Functional Consultant** you are a part of our success story and you support directly on the client's side to create a perfect start with the Vistex-solutions for them. In this role you represent Vistex and assure the clients not only with your wide, specialized know ...

  • Club Colors

    Brand Coordinator

    2 weeks ago

    Club Colors Hoffman Estates, United States

    **Brand Coordinator / Sales Support** · We are seeking a dynamic Brand Coordinator to join our team and drive the growth objectives of our account team. If you're passionate about building strong relationships with our Brand Advisors and clients to create proposals of innovative ...

  • New York Life - Todd Couture

    Life Insurance Sales Agent

    3 weeks ago

    New York Life - Todd Couture Des Plaines, United States

    Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility ...

  • U.S. Waterproofing

    Sales Advisor

    1 week ago

    U.S. Waterproofing Schaumburg, United States

    **About the Role** · Build a successful sales career at U.S. Waterproofing, where you align your professional goals with personal values. As a Sales Advisor, you are pivotal in providing solutions not only for waterproofing and foundation repair but also crawl space encapsulation ...

  • Busey Bank

    Wealth Management Compliance Program Manager

    2 weeks ago

    Busey Bank Schaumburg, United States

    **_Position Summary_** · The Compliance Program Manager coordinates the regulatory compliance process for Busey Wealth Management and is primarily responsible for ensuring that Wealth Management is in compliance with federal and state statutes and regulations. This will entail en ...