Merrill Financial Solutions Advisor - Silicon Valley Capital Market
Company: Bank of America
Location: San Jose
Posted on: October 8, 2024
Job Description:
Merrill Financial Solutions Advisor - Silicon Valley Capital
MarketSan Jose, California; Monterey, CaliforniaMerrill Wealth
Management is a leading provider of comprehensive wealth management
and investment products and services for individuals, companies,
and institutions. Merrill Wealth Management specializes 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 brings their unique
perspectives, ideas, and experiences, helping to create a work
community that is culture-driven, resilient, results-focused, and
effective.Role Specifics: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. 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, as well as Investment
and Life Priority solutions.
- Partners with Financial Advisor teams to build their network by
sharing relevant market developments and discussing new products 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.
- Prioritizes client requests and makes introductions to
appropriate internal service providers based on client needs and
asset thresholds.The Advisor Development Program (ADP)
Journey:During this stage of your journey, the Merrill Financial
Solutions Advisor (MFSA) will help provide the necessary training
and guidance through a defined path to become a successful and
independent financial advisor. You will 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.We'll help you:
- Get training and one-on-one mentorship from managers who are
invested in your success.
- Build connections to grow your network and business.
- Deliver advice through client reviews/presentations with
confidence.
- Learn about the full suite of financial solutions.
- Connect clients to solutions that are in their best interest
through Bank of America and Merrill.As a Merrill FSA, you can look
forward to:
- A strong referral network from across the business.
- Marketing strategies to reach wider audiences.
- Ongoing professional development to deepen your skills.
- 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 supported.
- Believes diversity makes us stronger.
- Provides continuous training and developmental
opportunities.
- Is committed to advancing our tools and technology.
- Believes in responsible growth and supporting
communities.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.
- Minimum of one year experience in the investments
industry.
- Self-starter who efficiently manages time and capacity.
- Sets and accomplishes goals.
- Builds and nurtures strong relationships.
- Collaborates effectively with others.
- Communicates effectively and confidently.
- Manages goals and prioritizes tasks.
- Likes to learn and adapts to new information.
- Thorough in incorporating relevant regulatory due
diligence.Desired Qualifications:
- Proven ability to partner and promote lead generation.
- Experience balancing investment management and sales
activities.
- Strong computer skills and multitasking ability.
- Bachelor's degree is a plus.
- Achieved additional professional designations is a plus.
- Obtained insurance licenses is preferred.Skills:
- Account Management
- Client Investments Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Prospecting
- Referral IdentificationShift:1st shift (United States of
America)Hours Per Week:40Pay Transparency details:Pay range:
$75,000.00 - $85,000.00 annualized salary, offers to be determined
based on experience, education, and skill set.This role is eligible
to participate in a formulaic incentive plan based on
performance.This role is currently benefits eligible.
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Keywords: Bank of America, Fremont , Merrill Financial Solutions Advisor - Silicon Valley Capital Market, Accounting, Auditing , San Jose, California
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