Merrill Financial Solutions Advisor
| Company | Bank of America |
|---|---|
| Location | Orlando, FL, USA, Daytona Beach, FL, USA, Winter Park, FL, USA, Merritt Island, FL, USA, Celebration, FL, USA, Lake Mary, FL, USA, DeLand, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Currently holds Series 7 & 66 (63 & 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.
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.
- 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.
- Build connections to grow your network and business.
- Interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
- Develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
- Market yourself and manage your own practice.
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.
- 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.