Merrill Financial Solutions Advisor - Birmingham & Associates Market

Social network you want to login/join with: Merrill Financial Solutions Advisor - Birmingham & Associates Market, Florence Client: Bank of America Location: Birmingham & Florence Job Category: Finance EU work permit required: Yes Job Reference: [To be provided] Job Views: 1 Posted: 06.05.2025 Expiry Date: 20.06.2025 Job Description: Description : This role involves working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing tailored investment recommendations. Key responsibilities include leveraging technology for business growth, profiling clients to understand their financial objectives, building a sustainable book of business, and providing opportunities for career advancement within the bank. The position requires SAFE Act registration, including background checks and registration compliance. Responsibilities: Provide personalized advice to clients through reviews and presentations, assessing financial goals and recommending strategies. Communicate suitable financial solutions, including core banking, investment, and life solutions. Partner with Financial Advisor teams to share market insights and promote portfolio growth. Utilize bank resources effectively to benefit clients. Develop and grow a book of business to meet financial targets. Prioritize client requests and coordinate with internal service providers. The Advisor Development Program (ADP) Journey: This program offers training and mentorship to develop successful and independent financial advisors. It involves working with affluent clients, developing relationship management skills, and preparing for a career within Merrill Wealth Management. The role is based in a Merrill branch and includes opportunities for growth and professional development. We’ll help you: Receive training and mentorship from invested managers. Build your network and business through interactions with advisors and clients. Deliver confident financial advice and recommendations. Learn about comprehensive financial solutions to meet client needs. As a Merrill FSA, you can look forward to: A strong referral network for client acquisition. Effective marketing strategies. Ongoing professional development. Opportunities for growth and leadership. Our culture: Supports diversity, inclusion, and career development. Focuses on responsible growth and community support. Required Qualifications: Series 7 & 66 licenses (or 63 & 65 in lieu of 66). At least two years in financial services or sales, meeting/exceeding goals. Minimum of one year in investments, with in-depth product knowledge. Self-motivated, goal-oriented, and relationship-focused. Effective communicator and collaborator. Ability to manage goals, navigate complexity, and work efficiently in a fast-paced environment. Desired Qualifications: Experience in lead generation and client development. Ability to multitask and adapt in demanding environments. Bachelor’s degree in business or related field. Additional certifications like CFP or CRPC, and insurance licenses. Skills: Account and Client Management Investment and Solution Advisory Relationship Building Business Development and Prospecting Shift: 1st shift (United States) Hours Per Week: 40 J-18808-Ljbffr

Location: provincia-di-firenze, IT

Posted Date: 5/10/2025