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Merrill Financial Solutions Advisor - Northern Connecticut Market, Glastonbury
Client:
Bank of America
Location:
Glastonbury, United Kingdom
Job Category:
Finance
EU work permit required: Yes
Job Reference:
298abf62e0bf
Job Views:
12
Posted:
29.04.2025
Expiry Date:
13.06.2025
Job Description:
Description: This role involves working with high-net-worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations aligned with client objectives. Responsibilities include leveraging technology for business growth, profiling clients, building a sustainable book of business, and providing growth opportunities within the bank. This position requires SAFE Act registration, including background checks and registration compliance.
Responsibilities:
1. Provide tailored advice to clients, assessing financial goals and recommending strategies.
2. Communicate suitable solutions such as core banking, investments, and life solutions.
3. Partner with Financial Advisor teams to promote market developments and new products.
4. Utilize bank resources to benefit clients and prospects.
5. Develop and grow a business book to meet financial targets.
6. Prioritize client requests and coordinate with internal service providers.
The Advisor Development Program (ADP) Journey:
This program offers training and mentorship to develop successful independent financial advisors, working with affluent and high-net-worth clients, and progressing within Merrill Wealth Management.
We’ll help you:
1. Receive training and mentorship, enrolling in our Academy for development.
2. Build your network and business through interactions with advisors and clients.
3. Deliver confident financial reviews and investment recommendations.
4. Learn about comprehensive financial solutions to meet client needs.
As a Merrill FSA, you can look forward to:
1. A strong referral network and access to specialist partners.
2. Effective marketing strategies for wider reach.
3. Ongoing professional development and growth opportunities.
4. Leadership roles, including seminars and client events.
Our culture:
1. Supports diversity, inclusion, and career development.
2. Focuses on 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 sales with goal achievement.
* Minimum one year in investments with product knowledge.
* Self-motivated, goal-oriented, relationship builder.
* Effective communicator, capable of managing goals and navigating complexity.
Desired Qualifications:
* Proven lead generation and partnership skills.
* Experience in investment management, sales, and client development.
* Strong computer skills and multitasking ability.
* Bachelor’s degree in business or related field.
* Additional professional designations (e.g., CFP, CRPC).
* Insurance licenses.
Skills:
* Account and Client Management
* Investment and Solutions Advisory
* Relationship Building and Business Development
* Fraud and Issue Management
* Portfolio and Pipeline Management
* Client Experience and Referral Identification
* Sales Performance
Shift: 1st shift (U.S. hours)
Hours Per Week: 40
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