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Merrill Financial Solutions Advisor Partially Licensed - Mid-Land Market Davenport Bloomington Illinois Additional locations
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
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 is one of the largest businesses of its kind in the world specializing in goals-based wealth management including planning for retirement education legacy and other life goals through investment advice and guidance.
Merrills 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.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 bring their unique perspectives ideas and experiences helping to create a work community that is culture driven resilient results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Job Description
This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of 100k-5mm. Key responsibilities include identifying needs developing relationships reviewing investment goals and preparing investment recommendations that align with clients goals. Job expectations include leveraging technology to achieve business growth goals profiling activities to determine a clients 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 may be responsible for the provision of residential mortgage loans and as such is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration employees are required to register and to submit to the required SAFE Act background check. Failure to obtain andor maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Learns how to provide tailored and personalized advice to clients through reviews and presentations including partnering with management to assess financial goals and recommending investment advisory strategies
Understands client solutions that are best suited for their financial needs such as core Banking and Investment and Life Priority solutions
Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products as appropriate in an effort to promote portfolio growth
Leverages available resources and technologies to optimize the customer experience and serve the banks customers with operational excellence and accuracy
Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
Builds relationships with internal service providers based on client needs and asset thresholds
Manages risk proactively in every aspect of business product and service transaction leveraging available tools
Required Qualifications
Currently holds FINRA Securities Industry Essentials SIE4 years of progressive professional andor military experience2 years experience in investments industryAbility to obtain Series 7 and 66 licenses within allotted program timeIs a self-starter who efficiently manages time and capacitySets and accomplishes goals achieving whatever one sets their mind toBuilds and nurtures strong relationshipsCollaborates effectively with others to get things doneCommunicates effectively and confidently and is comfortable engaging all clientsManages goals navigates complexity prioritizes tasks and executes in a fast-paced environmentLikes to learn adapts to new information and seeks the right solutions for clientsIs thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Desired Qualifications
Experience working in the financial service industry andor a sales environment where goals were met or exceeded
Strong computer skills and the ability to multitask in a demanding environment
Bachelors Degree preferably in business-related field
Proven ability to partner and promote lead generation
Experience balancing investment management sales activities and new client development
Achieved additional professional designations such as Certified Financial Planner CFP andor Chartered Retirement Planning Counselor CRPC
Obtained insurance licenses
Skills
Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification Sales Performance Management
Shift 1st shift
United States of America Hours Per Week 40
Learn more about this role
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge Refer a friend
Apply × To proceed with your application you must be at least 18 years of age. Acknowledge × Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge
Full time JR-26014948 Manages People No Travel Yes 5 of the time Age requirement Must at least be 18 years of age.
Illinois pay and benefits information
Illinois pay range 36.06 - 40.87 hourly pay offers to be determined based on experience education and skill set.
Formulaic incentive eligible 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. Formulaic plans may be comprised of monthly quarterly andor annual incentive opportunities. Incentives are earned based on the employees performance against defined metrics.
Benefits This role is currently benefits eligible. We provide industry-leading benefits access to paid time off resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve
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