Merrill Financial Solutions Advisor - Newport Beach, CA - Office
Company: Disability Solutions
Location: Newport Beach
Posted on: April 20, 2024
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Job Description:
Job Description:At Bank of America, we're guided by a common
purpose to help make financial lives better by connecting clients
and communities to the resources they need to be successful. Make a
difference where it counts by joining our industry-leading wealth
management team at Bank of America and Merrill. We're looking for
the next generation of financial advisors-those with a passion for
people and drive to make clients' financial lives better. You'll
advise and guide clients on how to achieve their financial goals.
Additionally, you'll be equipped with the expertise to support them
with personal investing tools and resources.During this stage of
your journey, the Merrill Financial Solutions Advisor (Merrill FSA)
role will help provide you with the necessary training and guidance
through a defined path to thrive as a Merrill Financial Advisor.
You will have the opportunity to work with both affluent and high
net worth clients, identifying needs, developing relationships,
reviewing investment goals, and preparing investment
recommendations that align with the goals of both existing and
prospective clients. In this role you will develop the relationship
management skills necessary to operate an Elite Growth Practice
(EGP) within a Merrill branch. From marketing yourself to managing
your own practice, we'll prepare you with everything you need as
you develop within your role. The MFSA role provides experienced
professionals the opportunity to pursue a career within Merrill
Wealth Management. Once you have honed your skills and demonstrated
success as a MFSA, you typically will progress into the next stage
of training.This position is subject to SAFE Act registration
requirements. Pursuant to the SAFE Act requirements, all employees
engaged in residential loan mortgage originations must register
with the federal registry system and remain in good standing. Your
position requires SAFE Act registration and you'll be required to
register and submit to the required SAFE Act background check and
registration process. Failure to obtain and/or maintain SAFE Act
registration may result in your immediate termination.We'll help
you--- Get training and one-on-one mentorship from managers who are
invested in your success. You'll enroll in our Academy to develop
as an advisor; the potential for growth is yours!--- Build
connections to grow your network and business. Starting at a
Merrill branch, you'll interact with Merrill financial advisors,
institutional retirement participants and higher net worth
clients.--- Deliver advice through client reviews/presentations
with confidence, including reviews of financial goals, and
recommend investment advisory strategies to help clients achieve
their financial goals.--- Learn about the full suite of financial
solutions. Connect clients to solutions that are in their best
interest, such as core Banking, Investment & Life Priority---
solutions, through Bank of America and Merrill to meet their
financial needs. As a Merrill FSA, you can look forward to--- A
strong referral network from across the business to increase
opportunities for affluent and high net worth client acquisition
and provide access to partners who are specialists in their
field.--- Marketing strategies to reach wider audiences with
greater appeal.--- Ongoing professional development to deepen your
skills and optimize your practice as the industry evolves.---
Potential Opportunities for professional growth.--- Leadership
opportunities, including leading client and conference
seminarsWe're a culture that--- Is committed to building a
workplace where every employee is welcomed and given the support
and resources to build and advance their careers. Along with taking
care of our clients, we want to be a great place for people to
work, and we strive to create an environment where all employees
have the opportunity to achieve their goals.--- Believes diversity
makes us stronger so we can reflect, connect to and meet the
diverse needs of our clients around the world.--- Provides
continuous training and developmental opportunities to help
employees achieve their goals, whatever their background or
experience. --- Is committed to advancing our tools, technology and
ways of working. We always put our clients first to meet their
evolving needs.--- Believes in responsible growth and is dedicated
to supporting communities around the world by connecting them to
the lending, investing and giving they need to remain vibrant and
vital.Required skills:--- Currently holds SIE.--- 4+ years of
progressive professional and/or military experience.--- Ability to
obtain Series 7 & 66 licenses within allotted program time.--- Is a
self-starter who efficiently manages time and capacity.--- Sets and
accomplishes goals, achieving whatever you put your 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.Desired skills:--- 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.--- A 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.Shift:1st shift (United States of America)Hours
Per Week: 40
Keywords: Disability Solutions, Laguna Niguel , Merrill Financial Solutions Advisor - Newport Beach, CA - Office, Administration, Clerical , Newport Beach, California
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