Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Responsibilities: Provide tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.Communicate solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.Partner with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth.Understand and access the full breadth of resources across the bank to benefit clients or prospects.Develop and grow a book of business to meet and exceed pre-defined financial targets.Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds.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 of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and servicesSelf-starter who efficiently manages time and capacityBuilds and nurtures strong relationshipsCommunicates effectively and confidently and is comfortable engaging all clientsDesired Qualifications: Proven ability to partner and promote lead generationExperience balancing investment management, sales activities, and new client developmentStrong computer skills and the ability to multitask in a demanding environmentBachelor's degree, preferably in business-related fieldAchieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)Skills: Account ManagementClient Investments ManagementClient ManagementClient Solutions AdvisoryRelationship BuildingAdvisory Business DevelopmentFraud ManagementPipeline ManagementPortfolio ManagementClient Experience BrandingIssue ManagementProspectingReferral IdentificationSales Performance ManagementShift: 1st shift (United States of America)
Hours Per Week: 40
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