Asset Investment Analyst
3 weeks ago
Investment Advisory Specialist page is loaded Investment Advisory Specialist
Apply locations Pennington time type Full time posted on Posted 2 Days Ago job requisition id 24005550 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.
Proactively supporting advisors in their respective markets to drive IAP growth through in person, virtual and phone interactions. Also, they should partner with local market leadership to develop IAP sales strategies.
Sharing advice and guidance informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practice centered on investment advisory business.
The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.
Partnership with their coverage team potentially consisting of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.
Specialists are expected to record all their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective. Bachelor’s degree required
5+ years’ experience in financial services industry preferred
Knowledge of professionally managed investment products and/or investment advisory business preferred
Willing to travel on a monthly basis to meet with advisors in person
Shift:
1st shift (United States of America) Hours Per Week:
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure. Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
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