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Bank Of America Investment Advisory Specialist United States, New Jersey 606080304
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Job Description:
The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment solutions backed by the research and insights of Merrill Lynch in a single fiduciary program designed to help clients pursue meaningful outcomes.
The Investment Advisory Specialist provides advice and guidance to Financial Advisors, and Advisory Leadership to help identify and construct suitable IAP (strategies) for clients.
Responsibilities include (but are not limited to) the following:
The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.
5 years sales experience
Bachelor’s degree required
5+ years’ experience in financial services industry preferred
Series 7 and 63/65 or 66 required
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills required
Willing to travel on a monthly basis to meet with advisors in person
Self-motivated, adaptive, positive attitude and high energy are a must
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