Merrill Financial Solutions Advisor (Adp)

Job Description.

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.

What are the 3-4 non-negotiable requirements of this position?

Must hold active 7/66 (63 & 65 in lieu of 66 with 2+ years of experience

What are the nice-to-have skills?

sales and lead generation, opportunity to build your own practice with warm leads provided by the bank.

Describe how this position fits in your organization.

Financial Advisors with 7/66 (63 & 65 in lieu of 66) and 2+ year of exp.

Is there additional variable compensation?

Quarterly Incentives based on production