Financial Advisor jobs in United States, Illinois, Quincy
Bank Of America Merrill Team Financial Advisor United States, Illinois, Quincy
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Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
The Merrill Wealth Management Team Financial Advisor (TFA) engages in:
- Developing a book of business in order to meet and exceed the required performance hurdles
- Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs
- Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan
- Planning and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisoryattention/review/approvalas per compliance guidelines and policies
- Completing mandated training, assessments, performance goals and continuing education requirements
The Team Financial Advisor receives:
- The strength and name recognition of Merrill and Bank of America.
- World class training throughout their career with Merrill Wealth Management
- State of the art software programs to assist in your success
- Access to a full array of investment and banking products for your clients
- Coaches or mentors located within your office to work with you towards your success
Essential Duties and Responsibilities:
- Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles.
- Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).
- Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.
- Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.
- Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program.
Required Qualifications
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs of clients and recommend appropriatesolutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Ability to source clients through prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Desired Qualifications
- At minimum a Bachelor’s Degree
- Demonstrated track record of success
- Proficiency in using Sales Force / Client Relationship Manager Tool
- Strong understanding of the Financial Advisor role
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. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
1st shift (United States of America)These jobs might be a good fit
Boston Scientific Principal Financial Analyst United States, Illinois, Quincy
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Your responsibilities will include:
- Partner independently with the site function managers and corporate business partners
- Develop detailed financial forecasts incorporating historic, trended and current business information
- Monitor functional and departmental spending versus budget by highlighting material variances using system generated detail and trend reports
- Prepare and distribute financial metric packages by gathering and analyzing information related to current performance
- Perform financial analysis and recommend alternative courses of action by utilizing appropriate financial tools and creative problem solving
- Prepare journal entries and assist in month end close as needed to ensure proper accounting at the functional and departmental level
- Develop and utilize sound financial processes and maintain effective control environment
Required qualifications:
- Bachelor’s degree in Finance, Accounting or related field
- 5+ years of progressive experience in a related role
- 3+ years of financial analysis experience
- Experience utilizing technical skills and programs such as; modeling, macros, Excel, PowerPoint.
- Ability to work in a dynamic environment, adhere to tight deadlines, attention to detail
- Strong customer relationship skills with strong service orientation
- Holds self-accountable to a performance metric culture building performance excellence
Preferred qualifications:
- CPA and/or MBA
- Experience in Hyperion, SAP
Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).
Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).
For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.
Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.
These jobs might be a good fit
Share
Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
The Merrill Wealth Management Team Financial Advisor (TFA) engages in:
- Developing a book of business in order to meet and exceed the required performance hurdles
- Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs
- Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan
- Planning and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisoryattention/review/approvalas per compliance guidelines and policies
- Completing mandated training, assessments, performance goals and continuing education requirements
The Team Financial Advisor receives:
- The strength and name recognition of Merrill and Bank of America.
- World class training throughout their career with Merrill Wealth Management
- State of the art software programs to assist in your success
- Access to a full array of investment and banking products for your clients
- Coaches or mentors located within your office to work with you towards your success
Essential Duties and Responsibilities:
- Performance Hurdles: A Team Financial Advisor (TFA) must acquire clients through personalized marketing techniques to meet minimum performance hurdles.
- Registration and Licensing Requirement: A TFA is required to obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).
- Education Requirement: A TFA is required to complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.
- Development Assessment: A TFA must successfully complete ongoing Developmental Assessments throughout the training. In preparation for the assessment, the TFA studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge.
- Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development Program and transition to a full Financial Advisor at the conclusion of the program.
Required Qualifications
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs of clients and recommend appropriatesolutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Ability to source clients through prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Desired Qualifications
- At minimum a Bachelor’s Degree
- Demonstrated track record of success
- Proficiency in using Sales Force / Client Relationship Manager Tool
- Strong understanding of the Financial Advisor role
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. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
1st shift (United States of America)These jobs might be a good fit
