Merrill Financial Solutions Advisor – Partially Licensed
| Company | Bank of America |
|---|---|
| Location | Monterey, CA, USA, San Jose, CA, USA |
| Salary | $33.65 – $38.46 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Currently holds FINRA Securities Industry Essentials (SIE)
- 4+ years of progressive professional and/or military experience
- 2+ years of experience in the investments industry
- Ability to obtain Series 7 and 66 licenses within allotted program time
- Is a self-starter who efficiently manages time and capacity
- Sets and accomplishes goals, achieving whatever one sets their 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
- Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
- Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
- Shadows 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
- Leverages available resources and technologies to optimize the customer experience and serve the bank’s customers with operational excellence and accuracy
- Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
- Builds relationships with internal service providers based on client needs and asset thresholds
- Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools
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
- 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