Merrill Financial Solutions Advisor - Bath Merrill Complex - Akron, OH
Company: Bank of America
Posted on: May 24, 2020
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. Going beyond investment
strategies, 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
The Merrill Financial Solutions Advisor (FSA) Program will help
provide you with the necessary training and guidance through a
defined path to become the financial advisor you want to be. From
marketing yourself to managing your own practice, we'll prepare you
with everything you need as you develop within your role. The
Merrill FSA role provides experienced advisors the opportunity to
pursue a career within Merrill Wealth Management. Located in a
Merrill branch, you'll partner with Merrill financial advisors to
prospect new business and enhance existing relationships.
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. Since your
position requires SAFE Act registration, you will be required to
register and to submit to the required SAFE Act background check
and registration process. Failure to obtain and/or maintain SAFE
Act registration may result in disciplinary action up to and
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
--- Provide end-to-end comprehensive advice. Deliver client
reviews/presentations with confidence, including reviews of
financial goals, and recommend strategies to help clients achieve
their financial goals.
--- Learn about the full suite of financial solutions. Connect
clients to all of the solutions we provide, including 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 client acquisition and provide access to partners
who are specialists in their field.
--- Robust marketing strategies to reach wider audiences with
--- Ongoing professional development to deepen your skills and
optimize your practice as the industry evolves.
--- Unlimited potential for professional growth.
--- Leadership opportunities, including leading client and
conference seminars and mentoring junior associates.
We'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
--- 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
--- Is committed to advancing our tools, technology and ways of
working. We always put our clients first to meet their evolving
--- 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.
--- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
If you do not hold the Series 66 currently but have either a Series
63 or 65, an offer can be extended with the condition that you
receive a passing score for the Series 66 within 60 days.
--- Has at least one year experience in the investments industry,
including investment training and in-depth knowledge of investment
products and services.
--- Has at least one year experience working in the financial
service industry and/or a sales environment where goals were met or
--- Is a self-starter who efficiently manages time and
--- Sets and accomplishes goals, achieving whatever you put your
--- 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
--- Proven ability to convert outbound calls and foster
partnerships that promote lead generation.
--- Experience balancing investment management, sales activities
and new client development.
--- Strong computer skills and the ability to multitask in a
--- A bachelor's degree, preferably in business-related field.
--- Additional years of experience in the financial service
industry will be beneficial to you in this role and are
--- Achieved additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
--- Obtained your insurance licenses.
Shift:1st shift (United States of America)Hours Per Week:40
Learn more about this role
Keywords: Bank of America, Akron , Merrill Financial Solutions Advisor - Bath Merrill Complex - Akron, OH, Accounting, Auditing , Akron, Ohio
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