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Merrill Financial Solutions Advisor - Central Shoreline CT Market, Guildford
Client: Bank of America
Location: Guildford, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference: 3068cdc45870
Job Views: 18
Posted: 12.08.2025
Expiry Date: 26.09.2025
Job Description:
Description: This job involves working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology to achieve growth, profiling clients to determine their financial objectives, building a sustainable book of business, and providing career development opportunities within the bank. The position requires SAFE Act registration, including background checks and registration compliance.
Responsibilities:
* Provide tailored advice to clients through reviews and presentations, assessing financial goals and recommending strategies.
* Communicate suitable solutions for clients' financial needs, including core banking, investment, and life solutions.
* Partner with Financial Advisor teams to promote portfolio growth and share market insights.
* Utilize bank resources to benefit clients and prospects.
* Develop and grow a book of business to meet financial targets.
* Prioritize client requests and coordinate with internal service providers.
The Advisor Development Program (ADP) Journey:
The program offers training and mentorship to develop relationship management skills, with opportunities to work with affluent clients and progress within Merrill Wealth Management. The role is based in a Merrill branch and prepares advisors for independent practice.
We’ll help you:
* Receive training and mentorship from invested managers and enroll in our Academy.
* Build your network and business through interactions with advisors, clients, and partners.
* Deliver confident financial reviews and recommendations.
* Learn about comprehensive financial solutions and connect clients to suitable services.
As a Merrill FSA, you can look forward to:
* A strong referral network and professional growth opportunities.
* Marketing strategies to expand your reach.
* Ongoing professional development.
* Leadership opportunities, including seminars and client events.
We’re a culture that:
* Supports diversity, inclusion, and career development.
* Values responsible growth and community support.
Required Qualifications:
* Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
* At least two years in financial services or a sales environment with goal achievement.
* Minimum one year in the investments industry with product knowledge.
* Self-motivated, goal-oriented, relationship builder, effective communicator, and adaptable.
Desired Qualifications:
* Experience in lead generation and client development.
* Strong computer skills and multitasking ability.
* Bachelor's degree, preferably in business.
* Additional professional designations like CFP or CRPC.
* Insurance licenses are a plus.
Skills:
* Account Management, Client Investment & Solution Advisory, Business Development, Relationship Building, Prospecting, Sales Performance.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Range: $75,000 - $85,000 annually, with incentive plans based on performance.
Benefits: Benefits-eligible role with industry-leading benefits, paid time off, and resources to support employee growth and community impact.
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