Full-Time

Merrill Financial Solutions Advisor

Confirmed live in the last 24 hours

Bank of America

Bank of America

10,001+ employees

Provides banking and financial services globally

Fintech
Financial Services

Mid, Senior

Shrewsbury, NJ, USA + 3 more

More locations: Freehold Township, NJ, USA | Toms River, NJ, USA | Lakewood, NJ, USA

The job is located in a Merrill branch, indicating in-office work is required.

Category
Asset Management
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales

You match the following Bank of America's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Self-starter who efficiently manages time and capacity
  • Sets and accomplishes goals, achieving whatever you put your mind to
  • Builds and nurtures strong relationships
  • Collaborates effectively with others to get things done
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
  • Likes to learn, adapts to new information and seeks the right solutions for clients
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Responsibilities
  • Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
  • Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
  • Partners 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
  • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
  • Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
  • Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
Desired Qualifications
  • Proven ability to partner and promote lead generation
  • Experience balancing investment management, sales activities, and new client development
  • Strong computer skills and the ability to multitask in a demanding environment
  • Bachelor's degree, preferably in business-related field
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
  • Obtained insurance licenses

Bank of America provides a wide range of financial services to individuals, small and medium-sized businesses, and large corporations. Their offerings include banking, investing, asset management, and risk management products. The company serves around 56 million consumer and small business clients in the U.S. and is recognized as a leading wealth management firm. Additionally, Bank of America is a major player in corporate and investment banking, as well as trading. What sets Bank of America apart from its competitors is its extensive client base and comprehensive service offerings that cater to various financial needs. The company's goal is to help clients achieve their financial objectives while managing their investments and risks effectively.

Company Size

10,001+

Company Stage

IPO

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

1904

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for digital banking enhances Bank of America's online platforms.
  • ESG investing trend allows Bank of America to attract environmentally conscious investors.
  • AI integration in customer service reduces operational costs and improves customer experience.

What critics are saying

  • Increased competition in the credit facility market may impact market share.
  • Partnerships in volatile markets like ride-sharing expose Bank of America to risks.
  • Involvement in large-scale credit facilities increases exposure to sector-specific risks.

What makes Bank of America unique

  • Bank of America is a global leader in corporate and investment banking.
  • The bank serves approximately 56 million U.S. consumer and small business relationships.
  • It is among the world's leading wealth management companies.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Sick Leave

Flexible Work Hours

Remote Work Options

Professional Development Budget

Conference Attendance Budget

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