-
Specialist - Advisor-Continuing
1 week ago
Michigan State University East Lansing, United StatesJob postings · Specialist - Advisor-Continuing · Back to search results Apply now Job no: · Work type: Faculty/Academic Staff · Major Administrative Unit / College:College Of Social Science · Department:Social Science Dean · Sub Area:FAS- Fac./Acad Staff · Salary:Salary Commen ...
-
Specialist - Advisor-Continuing
1 week ago
Michigan State University East Lansing, United StatesJob postings · Specialist - Advisor-Continuing · Back to search results Apply now Job no: · Work type: Faculty/Academic Staff · Major Administrative Unit / College:University Health And Wellbeing · Department:Resource Ctr For Persons W Disabilities · Sub Area:FAS- Fac./Acad St ...
-
Senior Int'l Student and Scholar Advisor
2 weeks ago
InsideHigherEd East Lansing, United States Administrative Jobs ,Job no: 941555 · Work type: Support Staff · Pay Grade: 13 · Major Administrative Unit / College: International Studies And Programs · Department: Office Of International Students Schol · Sub Area: AP- Professionals · Salary: Salary Commensurate with Experience · Location: East L ...
-
Specialist - Advisor-Continuing
1 week ago
Michigan State University East Lansing, United StatesJob postings · Specialist - Advisor-Continuing · Back to search results Apply now Job no: · Work type: Faculty/Academic Staff · Major Administrative Unit / College:University Health And Wellbeing · Department:Resource Ctr For Persons W Disabilities · Sub Area:FAS- Fac./Acad St ...
-
International Student/Scholar Advisor I
5 days ago
InsideHigherEd East Lansing, United States Administrative Jobs ,Job no: 955768 · Work type: Support Staff · Pay Grade: 12 · Major Administrative Unit / College: International Studies And Programs · Department: Office Of International Students Schol · Sub Area: AP- Professionals · Salary: Salary Commensurate with Experience · Location: East L ...
-
Senior Financial Analyst
2 weeks ago
UHY LLP Lansing, United StatesA great UHY client is seeking a · Senior Financial Analyst · to join their team. The ideal candidate will have budgeting/forecasting experience, consolidations experience (using Oracle or Hyperion preferred), and advanced Excel skills including modeling. · The · Senior Financ ...
-
Tax Senior Associate
2 weeks ago
Baker Tilly US, LLP Lansing, United StatesOverview · Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers – New York, London, San Francisco, Los Angeles and ...
-
Senior Internal Auditor
2 weeks ago
Neogen Lansing, United StatesThe Internal Audit Department's mission is to enhance and protect Neogen's organizational value by providing risk-based and objective assurance, advice, and insight. We play an integral role in the assurance of accurate financial reporting, compliance with policies, procedures, a ...
-
Manager, FP&A-Title
6 days ago
ACRISURE Lansing, United States Full timeAbout Acrisure · Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, i ...
-
Business Intelligence
2 weeks ago
Jackson Lansing, United States Full timeJob Purpose · The Business Intelligence & Insights Analyst is responsible for providing quantitative and qualitative analysis through appropriate reporting and data visualization tactics. This position leverages internal and external business/industry metrics to identify associ ...
-
Construction Technician/Inspector
2 days ago
OHM Advisors Lansing, United StatesHiring For:Michigan: Ann Arbor, Auburn Hills, Detroit, Fenton, Kalamazoo, Lansing, Livonia, Midland, Mt. Pleasant & SaginawOur mission, "Advancing Communities," drives our commitment to excellence in every aspect of our work.Construction technicians play a pivotal role in our ind ...
-
Regional Vice President, Referral
2 days ago
Mercer Advisors Lansing, United StatesRegional Vice President, Referral (Michigan) · Job Category · : · Sales · Requisition Number · : · REGIO001638 · Apply now · Posted : April 24, 2024 · Full-Time · Locations · Showing 1 location · Remote · Description · Mercer Advisors is a different kind of wealth m ...
-
Senior HR Advisor
2 days ago
Ally Lansing, United States**General information** · **Ref #** 17578 · **Remote?** No · **Ally and Your Career** · Ally Financial only succeeds when its people do - and thats more than some clich people put on job postings. We live this stuff We see our people as, well, people - with interests, familie ...
-
Product Engineering Advisors
2 weeks ago
Cummins Lansing, United StatesProduct Engineering Advisors #MI003 · in · Troy , · Michigan · Product Engineering Advisors #MI003 · Description · Perform established technical tasks at the sub-system and component level for current and future products within a given business unit. Act as a central point of ...
-
Service Advisor
3 weeks ago
Loves Travel Stops & Country Store Michigan City, United States Full timeReq ID: 433551 · Address: 10157 N. Loves Avenue Michigan City, IN, 46361 · Welcome to Love's · OBJECTIVE: Service Advisors drive sales success in our Truck Care facilities through salesmanship, leadership, and customer service. They are key team members, combining technical and m ...
-
Sales and Support Administrator
2 days ago
PNC Financial Services Group Lansing, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Government Proposals Consultant
1 week ago
Prolim Global Lansing, United StatesJob Description · Job DescriptionPROLIM Global Corporation ) is currently seeking a Government Proposals Consultant for location Lansing, Michigan, United States for one of our Top clients. · Job Description: · We're looking for a detail-oriented, organized, and strategic commun ...
-
Geotechnical/Civil Engineer
2 weeks ago
WSP Lansing, United StatesOur Business · We are a global leader in environmental consulting - made stronger with the recent acquisition of Wood's Environment & Infrastructure business and Golder - with world-class expertise in environmental, social and governance (ESG), climate resiliency & sustainabilit ...
-
Service Advisor
2 weeks ago
Love's Travel Stops & Country Stores Michigan City, United StatesJob Description · Job DescriptionReq ID: 433551 · Address: 10157 N Love's Ave Michigan City, IN, 46361 · Welcome to Love's · OBJECTIVE: Service Advisors drive sales success in our Truck Care facilities through salesmanship, leadership, and customer service. They are key team memb ...
-
Event Coordinator
2 days ago
Apple Leisure Group Lansing, United StatesAt Apple Leisure Group, we care for people so they can be their best. We deliver distinctive experiences for our guests, while providing a world of understanding and care. We strive to be the first choice in vacation travel, enriching lives and uniting the world. · Increase your ...
Merrill Financial Solutions Advisor - East Lansing, United States - Bank of America
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 usJob 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
