Merrill Financial Solutions Advisor: Greater Dallas Market

Merrill Financial Solutions Advisor : Greater Dallas Market

Job Description :

Do you have the right skills and experience for this role Read on to find out, and make your application.

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.

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

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, helping to create a work community that is culture driven, resilient, results focused and effective.

Job 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.
• Partners with Financial Advisor teams to build their network by sharing relevant market developments.
• 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 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.

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, 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.

Skills :

• Account Management
• Client Investments Management
• Client Management
• Client Solutions Advisory
• Relationship Building
• Advisory
• Business Development
• Pipeline Management
• Portfolio Management
• Client Experience Branding
• Sales Performance Management

Shift : 1st shift (United States of America)

Hours Per Week : 40

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