Merrill Financial Solutions Advisor
| Company | Bank of America |
|---|---|
| Location | Columbia, SC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- Currently holds SIE.
- 4+ years of progressive professional and/or military experience.
- Ability to obtain Series 7 & 66 licenses within allotted program time.
- 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.
Responsibilities
- Advise and guide clients on how to achieve their financial goals.
- Identify needs, develop relationships, review investment goals, and prepare investment recommendations that align with the goals of both existing and prospective clients.
- Develop the relationship management skills necessary to operate an Elite Growth Practice (EGP) within a Merrill branch.
- 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.
- 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.
Preferred Qualifications
- Experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Strong computer skills and the ability to multitask in a demanding environment.
- A bachelor’s degree, preferably in business-related field.
- Proven ability to partner and promote lead generation.
- Experience balancing investment management, sales activities and new client development.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained insurance licenses.