Home
/
Accounting and Finance
/
Merrill Financial Solutions Advisor-Texas Community Market
Merrill Financial Solutions Advisor-Texas Community Market-November 2024
Shreveport
Nov 24, 2024
ABOUT BANK OF AMERICA
Bank of America is a leading financial institution, serving consumers, small businesses, and large corporations with a full range of banking, investing, and other financial products and services.
10,000+ employees
Financial Services
VIEW COMPANY PROFILE >>
About Merrill Financial Solutions Advisor-Texas Community Market

  Job Description:

  Job Description

  At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.

  During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

  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. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

  We'll help you

  • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours!

  • Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth 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.

  • Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.

  As a Merrill FSA, you can look forward to

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.

  • Marketing strategies to reach wider audiences with greater appeal.

  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.

  • Potential Opportunities for professional growth.

  • Leadership opportunities, including leading client and conference seminars

  We're a culture that

  • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

  • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

  • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.

  • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.

  • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

  Required skills:

  • 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.

  Desired skills:

  • 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.

  Shift:

  1st shift (United States of America)

  Hours Per Week:

  40

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Medicare Sales Field Agent
Become a part of our caring community and help us put health first Are you passionate about the Medicare population, looking for an opportunity to work in sales, and wanting the ability to directly i
Senior Internal Audit Analyst - Hybrid in Minnetonka, MN
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities, and removing barriers to quality care. The work you do here impacts the lives of millions of people
Bilingual (English/Spanish) Billing Representative - Little Rock, AR
Cuando se trata de salir adelante y tienes la voluntad de ganar, vamos a llamarlo gran potencial de carrera! Imagine being able to get answers to your health plan questions from someone who speaks th
Healthcare Implementation Benefit Analyst
Job Description: Health & Welfare Center of Excellence -Implementation Benefits Analyst Role The Health & Welfare Implementation Benefit Analyst is a key member of the Health & Welfare (H
Financial Consultant - Tulsa, OK
Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then
Ocean Marine Cargo Sr Claims Representative/Consultant
Sr Representative Claims - CH08BE Consultant Claims - CH08CE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here
Insurance Agency Owner - Springfield, MO
Business owner. Community leader. Protector of dreams. That's what makes an American Family Insurance Agency Owner. It's a highly rewarding opportunity that allows you to create financial stability w
Fund Accounting & Administration, AVP
Who we are looking for: This role will serve business operations from risk governance, service governance and project management perspective. Such as leading and driving multiple governance committee
Medicare Sales Field Agent - Orange County, CA
Become a part of our caring community and help us put health first Are you passionate about the Medicare population, looking for an opportunity to work in sales with the ability to directly impact yo
Financial Analyst I
Job Description 1. About Thermo Fisher Thermo Fisher Scientific Inc. (NYSE: TMO) is the world leader in serving science, with annual revenue of approximately$40 billion. Our Mission is to enable our
Copyright 2023-2024 - www.zdrecruit.com All Rights Reserved