Merrill Financial Solutions Advisor - Southern CT ...

Job Description: 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. 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, helping to create a work community that is culture-driven, resilient, results-focused, and effective. Job Responsibilities: Work with high-net-worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Leverage technology to achieve business growth goals. Profile activities to determine a client's investor profile and financial resource objectives. Build a sustainable book of business and provide opportunities for advisors to pursue a career within the bank. Ensure compliance with SAFE Act registration requirements. Responsibilities: Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their financial needs, such as core Banking, Investment, and Life Priority solutions. Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products. Develops and grows a book of business to meet and exceed pre-defined financial targets. Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs. Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Two years' experience working in the financial service industry and/or a sales environment. Minimum of one year experience in the investments industry. Self-starter who efficiently manages time and capacity. Builds and nurtures strong relationships. Communicates effectively and confidently. Thorough and thoughtful in incorporating relevant regulatory due diligence. Desired Qualifications: Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities, and new client development. Bachelor's degree, preferably in a business-related field. Achieved additional professional designations such as Certified Financial Planner (CFP). Skills: Account Management Client Investments Management Relationship Building Business Development Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details: Pay range: $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education, and skill set. #J-18808-Ljbffr

Created: 2025-03-01