Bank Of America Merrill Financial Solutions Advisor - Carolina East Market 

United States, North Carolina, Raleigh 

346919427

Job Description:

Job Description:
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. 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 this position requires SAFE Act registration, employees are 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.

Responsibilities:

Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategiesCommunicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutionsUnderstands and accesses the full breadth of resources across the bank to benefit clients or prospects

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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.

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 clientwith confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.

As a Merrill FSA, you can look forward to:

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

Required Qualifications:

Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licensesTwo years' experience working in the financial service industry and/or a sales environment where goals were met or exceededMinimum ofone year

Desired Qualifications:

1st shift (United States of America)

1st shift (United States of America)