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

Description

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Merrill Financial Solutions Advisor - Charlotte & Associates Market

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locations

Charlotte

Statesville

Charlotte

Charlotte

Huntersville

time type

Full time

posted on

Posted 5 Days Ago

job requisition id


Job Description:
Job Description

At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful.

Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill.

We're looking for the next generation of financial advisors—those with a passion for people and drive to make clients' financial lives better.

You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.

During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be.

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.

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.

Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process.

Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

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 skills:

• Currently holds Series 7 & & 65 in lieu of 66) licenses.
• Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
• 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 skills:

• 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.
• A 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.

Shift:
1st shift (United States of America)


Hours Per Week:
40
About Us

Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.

Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:

• Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
• Think about why you can do the job and make a list of your skills that are relative to the job.
• Identify experiences or accomplishments that show your proficiency in the skills required for the job.
• Summarize your abilities, accomplishments and skills into a brief, concise document.

Considerations when writing a resume

• Do be brief. Resumes should be 1-2 pages in length.
• Do be upbeat and active in your wording.
• Do emphasize what you have done clearly and concretely.
• Do be neat and well organized.
• Do have others proofread and critique your resume. Spell check. Make it error free.
• Do use high quality, white or light colored 81⁄2 x 11 paper. Use a laser printer if possible.
• Don't be dishonest, always tell the truth about yourself in the most flattering light.
• Don't include salary history or requirements.
• Don't include references.
• Don't include accomplishments that do not support your professional goals.

Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.)

Don't use italics, underlining, shadows or other fancy treatments.
Seven steps to a successful interview

• Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?
• Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?
• Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.
• Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.
• Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.
• Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.
• Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.

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