- 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.
- Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence, including reviews of financial goals, and recommend strategies to help clients achieve their financial goals.
- Learn about the full suite of financial solutions. Connect clients to all of the solutions we provide, including core Banking, Investment & Life PriorityTM solutions, through Bank of America and Merrill to meet their financial needs.
- 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.
- Robust marketing strategies to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
- Unlimited potential for professional growth.
- Leadership opportunities, including leading client and conference seminars and mentoring junior associates.
- 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.
- 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.
- 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.
-
Merrill Financial Solutions Advisor
Found in: Lensa US 4 C2 - 21 hours ago
The Bank of America Corporation New York, United StatesAt Bank of America, were 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 manag Solutions Advisor, Financial, ...
-
Merrill Financial Solutions Advisor
Found in: beBee S2 US - 2 weeks ago
Bank of America New York, United States Full timeJob 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 ...
-
Merrill Financial Solutions Advisor
Found in: Lensa US 4 C2 - 3 days ago
The Bank of America Corporation Staten Island, United StatesAt 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 Solutions Advisor, Financial, ...
-
Merrill Financial Solutions Advisor
Found in: Lensa US 4 C2 - 1 day ago
Bank of America Red Bank, United StatesMerrill Financial Solutions Advisor - Red Bank & Associates Market page is loaded · Merrill Financial Solutions Advisor - Red Bank & Associates Market · Apply · locations · Red Bank · Manasquan · Freehold · Toms River · time type · Full time · posted on · Posted 4 Days ...
-
Merrill Financial Solutions Advisor
Found in: Lensa US 4 C2 - 1 day ago
Sports Technology Awards Group Short Hills, United StatesMerrill Financial Solutions Advisor - Morristown Short Hills Market · 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. ...
-
Merrill Financial Solutions Advisor
Found in: Lensa US 4 C2 - 2 weeks ago
Bank of America White Plains, United States Full timeJob 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 wealt ...
-
Automotive Service Manager
Found in: Zoho Direct Apply - 2 days ago
EasyCare Recruiting York, United StatesAutomotive Service Manager · We're searching for an automotive Service Manager who is motivated and serious about their career in this highly competitive industry. If you are driven to help people, passionate about customer service and ready to lead a successful service team, the ...
-
Business customer service representative B2B sales
Found in: Orion Innovations US - 6 days ago
Aurora Solutions Empire, LA, United States Freelance**We are looking for new employees [m|w|d] in the field of B2B customer service / sales at Empire, LA** · As a business customer advisor [m|w|d] at Steamulation, you will not only maintain our good customer relationships, but ideally also expand them. In order to ensure long-term ...
-
Principal (Male/Female/diverse) Focus Digital Retail
Found in: Orion Innovations US - 6 days ago
Infinity Systems Washington Heights, NY, United States FreelanceE.ON Inhouse Consulting is seeking a Principal (M/F/d) with a focus on Digital Retail Transformation to join our team in Washington Heights, NY. As the trusted advisor to the top leadership of E.ON, we are on a mission to create the blueprint for the energy transition of Europe a ...
-
Private Client Financial Advisor
Found in: Jobcase US 3 C2 - 3 weeks ago
Citizens New York, United StatesCitizens Securities, Inc. is honored to be a high-quality provider in the investment industry. Focused on growing our market share, we're hiring Private Client Financial Advisors to proactively identify and sell a broad array of investment, insurance, and bank products. · Private ...
-
Learning Advisor, Enterprise Services and Public Affairs
Found in: One Red Cent US eFC C2 - 3 days ago
Citi New York, United States Full timeThe Learning Advisor is responsible for all matters related to the learning and culture needs of Enterprise Services and Public Affairs (ESPA). The Learning Advisor will be required to develop an in-depth understanding of the needs of ESPA, and address those needs via leveraging ...
-
Retail Client Advisor
Found in: MyJobHelper US C2 - 22 hours ago
ACCUR Recruiting Services New York, United StatesCompany Description · Our client is a prestigious manufacturer of the fitness and technology equipment, renowned for its innovative approach to wellness solutions. They are acclaimed for their high-end fitness equipment, catering predominantly to an elite clientele through a netw ...
-
Global Advisors, SPDR ETF Asset Manager
Found in: One Red Cent US eFC C2 - 2 weeks ago
State Street New York, United States OTHERWho we are looking for · State Street Global Advisors is looking for a highly motivated ETF sales specialist to develop relationships with our largest asset manager and hedge fund clients in the New York City territory. · As a member of our Institutional Sales team, you will be ...
-
Learning Advisor, Investment Banking
Found in: One Red Cent US eFC C2 - 3 days ago
Citi New York, United States Full timeThe Learning Advisor is responsible for all matters related to the learning and culture needs of Investment Banking. The Learning Advisor will be required to develop an in-depth understanding of the needs of Investment Banking, and address those needs via leveraging existing solu ...
-
Learning Advisor, Client
Found in: One Red Cent US eFC C2 - 3 days ago
Citi New York, United States Full timeThe Learning Advisor is responsible for all matters related to the learning and culture needs of the Client organization. The Learning Advisor will be required to develop an in-depth understanding of the needs of the Client organization, and address those needs via leveraging exi ...
-
Registered Client Service Associate
Found in: One Red Cent US eFC C2 - 2 days ago
Morgan Stanley New York, United States Full timePOSITION SUMMARY: · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client · experience through an elevated standard of care. The Registered CSA assists with the development and · growth of business through engaging and utilizing ...
-
AWM, Private Bank Lending, Regional Lending Advisor, Vice President, NYC
Found in: One Red Cent US eFC C2 - 3 days ago
Goldman Sachs New York, United States Full timeWealth Management · Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a ...
-
private client relationship manager
Found in: MyJobHelper US C2 - 3 days ago
Citizens Financial Group, Inc. New York, NY , USA, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with p Relationship Manager, Client R ...
-
Customer Care Supervisor-TEMP
Found in: Appcast US C2 - 1 day ago
Russell Tobin & Associates New York, United States· What are we looking for in our Customer Care Supervisor-TEMP? · Russell Tobin is looking to hire a Customer Care Manager for a luxury makeup and skincare company in New York, NY for an approximate 6-month contract for maternity leave coverage. This is a key role within the Cus ...
-
Customer Service Representative
Found in: Orion Innovations US - 6 days ago
Fusion Dynamics Elizabeth, PA, United States Freelance**Join our team at Elizabeth, PA and support renowned partner companies in the telecommunications and energy industries with their search for personal customer advisors. We offer everyone the opportunity to enter the sales field** · **We need your talent - Start your career in sa ...
Merrill Financial Solutions Advisor - New York, United States - Disability Solutions
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
As a Merrill FSA, you can look forward to
We're a culture that
Required skills:
Desired skills:
Shift:
1st shift (United States of America)
Hours Per Week:
40