Merrill Financial Solutions Advisor - Silicon Valley Capital Market
Company: Bank of America
Location: San Jose
Posted on: October 23, 2024
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Job Description:
Merrill Financial Solutions Advisor - Silicon Valley Capital
Market
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
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. 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 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.
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:
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 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.
We'll help you:
As a Merrill FSA, you can look forward to:
We're a culture that:
Required Qualifications:
Desired Qualifications:
Skills:
Shift:
1st shift (United States of America)
Hours Per Week: -40
Pay Transparency details:
Pay range $75,000.00 - $85,000.00 annualized salary. This role is
eligible to participate in a formulaic incentive plan. Employees
are eligible for incentives as detailed by the specific line of
business incentive plan provisions. Benefits include
industry-leading benefits, access to paid time off, and resources
to support employees.
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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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