Merrill Financial Solutions Advisor (ADP) - Merrill Offices -Louisville & Associates
Company: Bank of America
Location: Louisville
Posted on: January 27, 2023
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Job Description:
Job Description:Job DescriptionAt Bank of America, were 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. Were looking for the next generation of financial
advisors-those with a passion for people and drive to make clients
financial lives better. Going beyond investment strategies, 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 FSA (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.ADPWe'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.Provide end-to-end comprehensive advice. Deliver
client reviews/presentations with confidence, including reviews of
financial goals, and recommend strategies to help clients achieve
their financial goals.Learn about the full suite of financial
solutions. Connect clients to all of the solutions we provide,
including 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.Robust marketing
strategies to reach wider audiences with greater appeal.Ongoing
professional development to deepen your skills and optimize your
practice as the industry evolves.Unlimited potential for
professional growth.Leadership opportunities, including leading
client and conference seminars and mentoring junior
associates.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.This position may be
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. If your position requires SAFE
Act registration, 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.Required skills:Currently holds
Series 7 & 66 (63 & 65 in lieu of 66) licenses.Has at least one
year experience in the investments industry, including investment
training and in-depth knowledge of investment products and
services.Has at least two year experience working in the financial
service industry and/or a sales environment where goals were met or
exceeded.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 convert outbound calls and foster
partnerships that 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.At least three years' experience working in
the financial service industry and/or a sales environment where
goals were met or exceeded.Achieved additional professional
designations such as Certified Financial Planner (CFP) and/or
Chartered Retirement Planning Counselor (CRPC).Obtained your
insurance licenses.ADPJOBShift:1st shift (United States of
America)Hours Per Week: 40
Keywords: Bank of America, Louisville , Merrill Financial Solutions Advisor (ADP) - Merrill Offices -Louisville & Associates, Other , Louisville, Kentucky
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