Merrill Financial Solutions Advisor (Partially Licensed) - Pacific Islands Market

Merrill Financial Solutions Advisor (Partially Licensed) - Pacific Islands Market

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.

Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.

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 and brings unique perspectives, ideas, and experiences, creating a work community that is culture-driven, resilient, results-focused, and effective.

Role Specifics :

This job is responsible for working with high-net worth clients in a Merrill branch 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. 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 :

• 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, 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 bank's customers with operational excellence and accuracy.
• Participates in ongoing training focused on how to develop a book of business to meet and exceed predefined financial targets.
• 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.

The Advisor Development Program (ADP) Journey :

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will provide you with the necessary training and guidance to become a successful and independent financial advisor.

You will work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with client goals.

We’ll help you :

• Get training and one-on-one mentorship from managers who are invested in your success.
• Build connections to grow your network and business.
• Interact with Merrill financial advisors, institutional retirement participants, and higher net worth clients.
• Deliver advice through client reviews / presentations with confidence.
• Learn about the full suite of financial solutions.
• Connect clients to solutions that are in their best interest.

As a Merrill FSA, you can look forward to :

• A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition.
• Marketing strategies to reach wider audiences.
• Ongoing professional development to deepen your skills.
• Potential opportunities for professional growth.
• Leadership opportunities, including leading client and conference seminars.

We’re a culture that :

• Is committed to building a workplace where every employee is welcomed.
• Strives to create an environment where all employees have the opportunity to achieve their goals.
• Believes diversity makes us stronger.
• Provides continuous training and developmental opportunities.
• Is committed to advancing our tools, technology, and ways of working.
• Believes in responsible growth and is dedicated to supporting communities.

Required Qualifications :

• Currently holds FINRA Securities Industry Essentials (SIE).
• 4+ years of progressive professional and / or military experience.
• Ability to obtain Series 7 and 66 licenses within allotted program time.
• Is a self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals.
• Builds and nurtures strong relationships.
• Collaborates effectively with others.
• Communicates effectively and confidently.
• Manages goals and prioritizes tasks in a fast-paced environment.
• Likes to learn and adapts to new information.
• Incorporates relevant regulatory due diligence into daily activities.

Desired Qualifications :

• Experience working in the financial service industry and / or a sales environment.
• Strong computer skills and the ability to multitask.
• Bachelor's Degree, preferably in a 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).
• Obtained insurance licenses.

Skills :

• Account Management
• Client Investments Management
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Client Experience Branding
• Issue Management
• Prospecting
• Referral Identification

Shift :

1st shift (United States of America)

Hours Per Week :

Pay Transparency details :

Pay range $70,000.00 - $80,000.00 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. Incentives are earned based on the employee’s performance against defined metrics.

This role is currently benefits eligible. We provide industry-leading benefits and access to paid time off.

J-18808-Ljbffr