About the position
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. 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 bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Merrill Wealth Management Team Financial Advisor (TFA) engages in developing a book of business in order to meet and exceed the required performance hurdles, effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate service provider, and executing highly customized solutions to meet the customer needs. The TFA will recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences. They will balance investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term plan. The TFA will also plan and manage resources (time, people, budget) to run a productive practice, seek the expertise of specialists, establish and maintain relationships with the management team, and complete mandated training, assessments, performance goals and continuing education requirements.
Responsibilities
- Develop a book of business to meet and exceed performance hurdles.
- Source prospective clients and capitalize on referrals.
- Assess customer needs and refer customers to appropriate service providers.
- Execute customized solutions to meet customer needs.
- Recommend suitable investment products and services based on client objectives.
- Balance investment growth, referral activities, customer follow up, and administrative compliance.
- Plan and manage resources to run a productive practice.
- Seek expertise of specialists for planning and investment strategies.
- Establish and maintain relationships with management.
- Complete mandated training and performance goals.
Requirements
- Proven ability to engage with and influence others.
- Exceptional interpersonal and relationship building skills.
- Effective communication skills (written and verbal).
- Proven ability to quickly build trust and credibility.
- Proven ability to assess needs of clients and recommend appropriate solutions.
- Proven ability to work collaboratively on a team.
- Goal and results oriented.
- Ability to source clients through prospecting and networking.
- Strong follow-through skills.
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.
Nice-to-haves
- At minimum a Bachelor’s Degree.
- Demonstrated track record of success.
- Proficiency in using Sales Force / Client Relationship Manager Tool.
- Strong understanding of the Financial Advisor role.
Benefits
- Industry-leading benefits.
- Access to paid time off.
- Resources and support for employees.
- Incentives based on performance.
