Merrill Financial Solutions Advisor - East Bay & Associates Market

Merrill Financial Solutions Advisor - East Bay & Associates Market

Walnut Creek, California; Napa, California; Santa Rosa, California; Pleasanton, California; Oakland, California

Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s 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 advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Role Specifics :

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's 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 is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.

Failure to obtain and / or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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, Investment and Life Priority solutions.
• Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products 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.
• Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs.

Required Qualifications :

• 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.
• 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 in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications :

• 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 a business-related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) is a plus.

Shift :

1st shift (United States of America)

Hours Per Week : 40

Pay Transparency details :

Pay range $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.

This role is eligible to participate in a formulaic incentive plan.

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