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Merrill Financial Solutions Advisor - San Diego Market
Bank of America - Rancho Santa Fe, CA
posted 2 months ago
About the position
The Merrill Financial Solutions Advisor (MFSA) role is designed for individuals who will work closely with high-net-worth clients, providing tailored financial advice and investment recommendations. This position emphasizes building strong client relationships, leveraging technology for business growth, and developing a sustainable book of business. The MFSA will undergo training and mentorship to progress towards becoming an independent financial advisor within Merrill 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, as well as 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, 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 is a plus, preferably in business-related field.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus.
- Obtained insurance licenses is preferred.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support for employees
- Ongoing professional development opportunities
- Potential for professional growth
- Leadership opportunities including leading client and conference seminars
