Merrill Financial Solutions Advisor

Vor 3 Tagen

Wien, Wien, Österreich Bank of America Vollzeit
Merrill Financial Solutions Advisor - North Virginia Market

Apply locations: Vienna, Reston, Fredericksburg, Alexandria, Leesburg

Time type: Full time

Posted on: Posted 26 Days Ago

Job Requisition ID: 24045510

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 the life they envision through a personal relationship with their advisory team committed to their needs. Our trusted 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.

Responsibilities:

  1. Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
  2. Communicates solutions to clients that are best suited for their financial needs, such as core Banking and Investment solutions.
  3. Partners with Financial Advisor teams to promote portfolio growth.
  4. Develops and grows a book of business to meet and exceed pre-defined financial targets.
  5. Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs.

Required Qualifications:

  1. Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  2. Two years' experience working in the financial service industry and/or a sales environment.
  3. Minimum of one year experience in the investments industry.
  4. Self-starter who efficiently manages time and capacity.
  5. Builds and nurtures strong relationships.
  6. Communicates effectively and confidently.
  7. Likes to learn and adapts to new information.

Desired Qualifications:

  1. Proven ability to partner and promote lead generation.
  2. Strong computer skills and the ability to multitask.
  3. Bachelor's degree, preferably in a business-related field.

Skills:

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

Shift: 1st shift (United States of America)

Hours Per Week: 40

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