Merrill Financial Solutions Advisor - Southern CT Market

Bank of America; Greater London; On-site; USD 75,000 - 85,000; Full time

Job description

Merrill Financial Solutions Advisor - Southern CT Market

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue their envisioned lives through personal relationships with their advisory team committed to their needs. We believe trust comes from transparency. Our advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds, bringing unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.

Job Responsibilities:

• Working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with client goals.
• Leveraging technology to achieve business growth goals.
• Profiling activities to determine a client's investor profile and financial resource objectives.
• Building a sustainable book of business.
• Providing opportunities for advisors to pursue a career within the bank.

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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Required Qualifications:

• 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.
• Communicates effectively and confidently and is comfortable engaging all clients.

Desired Qualifications:

• Proven ability to partner and promote lead generation.
• Bachelor's degree, preferably in a business-related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

Skills:

• Account Management
• Client Investments Management
• Client Management
• Relationship Building
• Business Development

Shift:

1st shift (United States of America)

Hours Per Week: 40

Pay Transparency: Pay range $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education, and skill set.

About Us

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