Merrill Financial Solutions Advisor - Eastern Pennsylvania Market
Company: Disability Solutions
Location: Allentown
Posted on: October 17, 2024
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Job Description:
Job Description:Merrill Wealth Management is a leading provider
of comprehensive wealth management and investment products and
services for individuals, companies, and institutions. Merrill
Wealth Management is one of the largest businesses of its kind in
the world specializing in goals-based wealth management, including
planning for retirement, education, legacy, and other life goals
through investment advice and guidance.Merrill's Financial Advisors
and Wealth Management Client Associates help clients pursue the
life they envision through a personal relationship with their
advisory team committed to their needs. We believe trust comes from
transparency. Our trusted advisory teams are equipped with access
to the investment insights of Merrill coupled with the banking
convenience of Bank of America.At Merrill, we empower you to bring
your whole self to work. We value diversity in our thoughts,
business, and within our employees and clients. Our Wealth
Management team represents an array of different backgrounds and
bring their unique perspectives, ideas and experiences, helping to
create a work community that is culture driven, resilient, results
focused and effective.Job Description:This job is responsible for
working with high-net worth clients with annual revenues of
$100k-$5mm, identifying needs, developing relationships, reviewing
investment goals, and preparing investment recommendations that
align with the goals of both existing and prospective clients. Key
responsibilities include leveraging technology to achieve business
growth goals, profiling activities to determine a client's investor
profile and financial resource objectives, building a sustainable
book of business, and providing opportunities for advisors to
pursue a career within the bank. This position is subject to SAFE
Act registration requirements. Pursuant to the SAFE Act
requirements, all employees engaged in residential loan mortgage
originations must register with the federal registry system and
remain in good standing. Since this position requires SAFE Act
registration, employees are required to register and to submit to
the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result
in disciplinary action up to and including
termination.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 thresholdsThe Advisor Development Program
(ADP) Journey:During this stage of your journey, the Merrill
Financial Solutions Advisor (MFSA) will help provide you with the
necessary training and guidance through a defined path to become a
successful and independent financial advisor. You will have the
opportunity to work with both affluent and high net worth clients,
identifying needs, developing relationships, reviewing investment
goals, and preparing investment recommendations that align with the
goals of both existing and prospective clients. In this role you
will develop the relationship management skills necessary to
operate in an Elite Growth Practice (EGP). From marketing yourself
to managing your own practice, we'll prepare you with everything
you need as you develop within your role. The MFSA role provides
experienced advisors the opportunity to pursue a career within
Merrill Wealth Management. Once you have honed your skills and
demonstrated success as a MFSA, you typically will progress into
the next stage of training. Located in a Merrill branch.We'll help
you:Get training and one-on-one mentorship from managers who are
invested in your success. You'll enroll in our Academy to develop
as an advisor; the potential for growth is yours! Build connections
to grow your network and business. Starting at a Merrill branch,
you'll interact with Merrill financial advisors, institutional
retirement participants and higher net worth clients. Deliver
advice through client reviews/presentations with confidence,
including reviews of financial goals, and recommend investment
advisory strategies to help clients achieve their financial goals.
Learn about the full suite of financial solutions. Connect clients
to solutions that are in their best interest, such as core Banking,
Investment & Life Priority--- solutions, through Bank of America
and Merrill to meet their financial needs.As a Merrill FSA, you can
look forward to:A strong referral network from across the business
to increase opportunities for affluent and high net worth client
acquisition and provide access to partners who are specialists in
their field. Marketing strategies to reach wider audiences with
greater appeal. Ongoing professional development to deepen your
skills and optimize your practice as the industry evolves.
Potential Opportunities for professional growth. Leadership
opportunities, including leading client and conference
seminars.We're a culture that:Is committed to building a workplace
where every employee is welcomed and given the support and
resources to build and advance their careers. Along with taking
care of our clients, we want to be a great place for people to
work, and we strive to create an environment where all employees
have the opportunity to achieve their goals. Believes diversity
makes us stronger so we can reflect, connect to and meet the
diverse needs of our clients around the world. Provides continuous
training and developmental opportunities to help employees achieve
their goals, whatever their background or experience. Is committed
to advancing our tools, technology and ways of working. We always
put our clients first to meet their evolving needs. Believes in
responsible growth and is dedicated to supporting communities
around the world by connecting them to the lending, investing and
giving they need to remain vibrant and vital.Required
Qualifications: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 clientsDesired 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 licensesSkills:
Keywords: Disability Solutions, Philadelphia , Merrill Financial Solutions Advisor - Eastern Pennsylvania Market, Accounting, Auditing , Allentown, Pennsylvania
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