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 brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective.
Job Responsibilities: Work with high-net worth clients in a Merrill branch 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.Leverage technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives.Build a sustainable book of business and provide opportunities for advisors to pursue a career within the bank.Participate in ongoing training focused on developing a book of business to meet and exceed pre-defined financial targets.Manage risk proactively in every aspect of business, product, and service transactions leveraging available tools.Required Qualifications: Currently holds FINRA Securities Industry Essentials (SIE)4+ years of progressive professional and/or military experienceAbility to obtain Series 7 and 66 licenses within allotted program timeIs a self-starter who efficiently manages time and capacitySets and accomplishes goals, achieving whatever one sets their mind toBuilds and nurtures strong relationshipsCollaborates effectively with others to get things doneCommunicates effectively and confidently and is comfortable engaging all clientsManages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environmentLikes to learn, adapts to new information and seeks the right solutions for clientsDesired Qualifications: Experience working in the financial service industry and/or a sales environment where goals were met or exceededStrong computer skills and the ability to multitask in a demanding environmentBachelor's Degree, preferably in a business-related fieldProven ability to partner and promote lead generationExperience balancing investment management, sales activities, and new client developmentAchieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)Shift: 1st shift (United States of America)
Hours Per Week: 40
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