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.
Responsibilities
- 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.
- Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
- Balancing 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.
- Planning and managing resources (time, people, budget) to run a productive practice.
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
- Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies.
- Completing mandated training, assessments, performance goals and continuing education requirements.
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/interventions.
- Proven ability to work collaboratively on a team and with key partners.
- Proven ability to listen and probe for clarity and understanding.
- Goal and results oriented.
- Ability to source clients through prospecting and networking.
- Ability to work in an environment where the majority of your compensation is tied to your performance.
- 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 to employees.
- Incentives based on performance against defined metrics.
