Merrill Financial Solutions Advisor (Partially Licensed) – Volunteer State Market

Bank of America • Knoxville, TN

1d • Onsite

About The Position

Merrill Wealth Management is a global leader in wealth management, offering comprehensive services and investment products. We specialize in goals-based wealth management, assisting individuals, companies, and institutions in planning for retirement, education, legacy, and other life goals through expert investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates foster personal relationships with clients, leveraging the investment insights of Merrill and the banking convenience of Bank of America. Merrill is committed to an in-office culture that balances specific attendance requirements with flexibility for our teammates and businesses, considering role-specific needs. We value diversity and believe it enriches our work community, making it culture-driven, resilient, results-focused, and effective. The Advisor Development Program is designed for individuals eager to transition into a career as a Financial Advisor.

Requirements

• Currently holds FINRA Securities Industry Essentials (SIE)
• 4+ years of progressive professional and/or military experience
• 2+ years experience in investments industry
• 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, achieving whatever one sets their 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
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Nice To Haves

• Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Strong computer skills and the ability to multitask in a demanding environment
• Bachelor's Degree, preferably in 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) and/or Chartered Retirement Planning Counselor (CRPC)
• Obtained insurance licenses

Responsibilities

• Identify client needs, develop relationships, review investment goals, and prepare investment recommendations aligned with client objectives.
• Leverage technology to achieve business growth goals.
• Conduct profiling activities to determine a client's investor profile and financial resource objectives.
• Build a sustainable book of business.
• Provide opportunities for advisors to pursue a career within the bank.
• Learn 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.
• Understand client solutions best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions.
• Shadow Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) to promote portfolio growth.
• Leverage available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy.
• Participate in ongoing training focused on developing a book of business to meet and exceed pre-defined financial targets and determining progression to the next phase as an advisor.
• Build relationships with internal service providers based on client needs and asset thresholds.
• Manage risk proactively in every aspect of business, product, and service transaction leveraging available tools.

Benefits

• Access to the investment insights of Merrill
• Banking convenience of Bank of America

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree