Merrill Financial Solutions Advisor: Houston Galleria Market

$100,000 - $100,000/Yr

Bank of America - Lake Jackson, TX

Full-time - Entry Level

Lake Jackson, TX

Credit Intermediation and Related Activities

About the position

The Merrill Financial Solutions Advisor role at Bank of America is focused on providing tailored financial advice to high-net-worth clients, helping them achieve their investment goals through personalized strategies. This position emphasizes relationship building, leveraging technology for business growth, and developing a sustainable book of business while adhering to regulatory requirements. The role is part of a structured development program aimed at preparing advisors for a successful career in wealth management.

Responsibilities

• Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
• Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
• Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products in an effort to promote portfolio growth
• Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
• Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
• Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

Requirements

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
• Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
• Self-starter who efficiently manages time and capacity
• Sets and accomplishes goals, achieving whatever you put your mind to
• Builds and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Nice-to-haves

• Proven ability to partner and promote lead generation
• Experience balancing investment management, sales activities, and new client development
• Strong computer skills and the ability to multitask in a demanding environment
• Bachelor's degree, preferably in business-related field
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

Benefits

• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves
• Potential Opportunities for professional growth
• Leadership opportunities, including leading client and conference seminars