Social network you want to login/join with:
Merrill Financial Solutions Advisor - Greater Orange County Market, Irvine
Client: Bank of America
Location: Irvine, United Kingdom
Job Category: Finance
EU work permit required: Yes
Job Reference: 18d6e216e120
Job Views: 5
Posted: 26.04.2025
Expiry Date: 10.06.2025
Job Description:
Description: This role involves working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing recommendations aligned with client objectives. Responsibilities include leveraging technology for business growth, profiling client investor profiles, building a sustainable book of business, and providing growth opportunities for advisors. The position requires SAFE Act registration, including background checks, with non-compliance potentially leading to disciplinary actions.
Responsibilities:
* Provide tailored advice to clients, including financial goal assessments and investment strategies
* Communicate suitable solutions for clients' financial needs
* Partner with Financial Advisor teams to share market insights and promote portfolio growth
* Utilize bank resources to benefit clients or prospects
* Develop and grow a business book to meet financial targets
* Prioritize client requests and coordinate with internal service providers
The Advisor Development Program (ADP) Journey:
This program offers training and mentorship to develop into a successful independent financial advisor, working with affluent clients and honing relationship management skills. It prepares advisors for a career within Merrill Wealth Management, with opportunities to progress after demonstrating success in the role.
We’ll help you:
* Receive training and mentorship from invested managers
* Build your network and business through branch interactions
* Deliver confident financial reviews and recommendations
* Learn about comprehensive financial solutions
As a Merrill FSA, you can look forward to:
* Strong referral networks and partner access
* Effective marketing strategies
* Ongoing professional development
* Growth and leadership opportunities
We’re a culture that:
* Supports career development and diversity
* Provides continuous training
* Prioritizes client needs and responsible growth
Required Qualifications:
* Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
* At least two years in financial services or sales with goal achievement
* Minimum one year in investments with product knowledge
* Self-motivated with strong relationship skills
* Effective communicator and collaborator
* Capable of managing goals and navigating complex environments
Desired Qualifications:
* Proven lead generation ability
* Experience in investment management and client development
* Strong computer skills and multitasking ability
* Bachelor's degree, preferably in business
* Additional professional designations (e.g., CFP, CRPC)
* Insurance licenses
Skills:
* Account and Client Management
* Investment and Relationship Advisory
* Business Development and Prospecting
* Fraud and Issue Management
* Portfolio and Client Experience Branding
Shift: 1st shift (United States of America)
Hours Per Week: 40
#J-18808-Ljbffr