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Merrill Financial Solutions Advisor - St. Louis Metro Market, Swansea
Client:
Bank of America
Location:
Job Category:
Other
EU work permit required:
Yes
Job Reference:
f356a09aa536
Job Views:
4
Posted:
25.06.2025
Expiry Date:
09.08.2025
Job Description:
Description: This job 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 business book, and providing career development opportunities within the bank. The role requires SAFE Act registration, including background checks and compliance.
Responsibilities:
* Provide tailored financial advice and investment strategies
* Communicate solutions suited for clients’ financial needs
* Collaborate with Financial Advisor teams to promote portfolio growth
* Utilize bank resources for client benefit
* Develop and grow a business book to meet financial targets
* Prioritize client requests and coordinate with internal service providers
Advisor Development Program (ADP) Journey: The program offers training and mentorship to develop successful, independent financial advisors, working with affluent clients and progressing within Merrill Wealth Management.
Growth Opportunities:
* Training and mentorship from invested managers
* Networking and business growth opportunities
* Delivering client reviews and investment strategies confidently
* Access to a full suite of financial solutions
* Professional development and leadership opportunities
Our Culture:
* Inclusive workplace supporting career development
* Diversity as a strength
* Continuous training and development
* Focus on client needs and responsible growth
Required Qualifications:
* Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
* Two years in financial services or sales with goal achievement
* Minimum one year in investments, with product knowledge
* Self-motivated with effective relationship-building and communication skills
* Ability to manage goals and prioritize in a fast-paced environment
* Willingness to learn and adapt
* Regulatory diligence
Desired Qualifications:
* Proven lead generation and partnership skills
* Experience in investment management and client development
* Strong computer skills
* Bachelor’s degree in business or related field
* Additional professional designations (e.g., CFP, CRPC)
* Insurance licenses
Skills:
* Account Management
* Client Investment and Solution Management
* Relationship Building
* Advisory and Business Development
* Fraud and Issue Management
* Pipeline and Portfolio Management
* Client Experience and Referral Identification
* Sales Performance
Shift: 1st shift (U.S.)
Hours Per Week: 40
Pay Range: $75,000 - $85,000 annually, based on experience and skills. Incentives available.
Benefits: Benefits-eligible role with industry-leading benefits, paid time off, and resources for professional growth.
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