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Merrill Financial Solutions Advisor - Eastern Pennsylvania Market, York
Client: Bank of America
Location: York, United Kingdom
Job Category: Finance
EU work permit required: Yes
Job Reference:
657ca494d2bb
Job Views:
13
Posted:
26.04.2025
Expiry Date:
10.06.2025
Job Description:
Description: This role involves working with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Responsibilities include leveraging technology for business growth, profiling clients, building a book of business, and supporting career development within the bank. The position requires SAFE Act registration and compliance.
Responsibilities:
* Providing tailored advice through reviews and presentations
* Recommending financial solutions suited to client needs
* Partnering with Financial Advisor teams to promote portfolio growth
* Utilizing bank resources to benefit clients
* Developing and growing a client book to meet financial targets
* Prioritizing client requests and coordinating with internal service providers
The Advisor Development Program (ADP) Journey:
This program provides training and mentorship to become a successful financial advisor, working with affluent and high-net-worth clients, developing relationship management skills, and preparing for a career in Merrill Wealth Management.
We’ll help you:
* Receive training and mentorship from invested managers
* Enroll in our Academy for advisor development
* Build a professional network and grow your business
* Deliver confident financial advice
* Learn about comprehensive financial solutions
As a Merrill FSA, you can look forward to:
* A strong referral network and professional growth opportunities
* Marketing strategies and ongoing development
* Leadership opportunities such as seminars
We’re a culture that:
* Supports diversity and career development
* Provides ongoing training and tools
* Prioritizes client needs and responsible growth
Required Qualifications:
* Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
* Two years of experience in financial services or sales
* At least one year in investments, with product knowledge
* Self-starter with strong relationship skills
* Effective communicator and regulatory compliance-aware
Desired Qualifications:
* Partnering and lead generation skills
* Experience in investment management and client development
* Strong computer skills
* Bachelor's degree in business or related field
* Additional designations like CFP or CRPC
* Insurance licenses
Skills:
* 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
Shift: 1st shift (United States of America)
Hours Per Week: 40
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