Financial Services Professional
1 day ago
About the Role:
\Merrill Financial Solutions Advisors are highly skilled professionals who help clients achieve their financial goals through tailored advice and guidance. As a Merrill Financial Solutions Advisor, you will be part of a team that specializes in wealth management, including planning for retirement, education, and legacy goals.
\Your role will involve providing personalized advice to clients, assessing their financial needs, and recommending investment strategies. You will also partner with financial advisor teams to build their network and promote portfolio growth.
\As a successful candidate, you will have at least two years' experience working in the financial service industry or a sales environment where goals were met or exceeded. You will also have a minimum of one year's experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
\We offer a competitive salary range of $80,000 - $110,000 per annum, depending on your level of experience. Our benefits package includes a comprehensive health insurance plan, 401(k) matching program, and opportunities for professional development and growth.
\About Us:
\Bank of America is a leading provider of financial services, offering a wide range of products and services to individuals, businesses, and institutions. We are committed to helping our clients achieve their financial goals through innovative solutions and exceptional customer service.
\Requirements:
\- \
- Two years' experience working in the financial service industry or a sales environment\
- Minimum of one year's experience in the investments industry, including investment training and in-depth knowledge of investment products and services\
- 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)\
Skills and Qualifications:
\- \
- Account Management\
- Client Investments Management\
- Client Management\
- Client Solutions Advisory\
- Relationship Building\
- Advisory\
- Business Development\
- Fraud Management\
- Pipeline Management\
- Portfolio Management\
- Client Experience Branding\
- Issue Management\
- Prospecting\
- Referral Identification\
- Sales Performance Management\
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