Merrill Financial Solutions Advisor
| Company | Bank of America |
|---|---|
| Location | Grand Rapids, MI, USA, Saginaw, MI, USA, East Lansing, MI, USA, Ann Arbor, MI, USA, Portage, MI, USA, Muskegon, MI, USA, Traverse City, MI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Currently holds Series 7 & 66 (63 & 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 of one year experience 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
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
Preferred 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