Merrill Team Financial Advisor
Company: Bank of America
Location: Akron
Posted on: January 27, 2023
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Job Description:
Merrill Team Financial AdvisorEvansville, Indiana;Lakeside Park,
Kentucky; Indianapolis, Indiana; Akron, Ohio; Cincinnati, Ohio**Job
Description:****Merrill Team Financial Advisor Business Development
Program****The 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+
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
supervisoryattention/review/approvalas per compliance guidelines
and policies+ Completing mandated training, assessments,
performance goals and continuing education requirements**The TFA
engages in all of the above activities with the support and
mentorship of a Financial Advisor Team.****The Team Financial
Advisor receives:**+ The strength and name recognition of Merrill
and Bank of America.+ World class training throughout their career
with Merrill+ State of the art software programs to assist in your
success+ Access to a full array of investment and banking products
for your clients+ Coaches or mentors located within your office to
work with you towards your success**Ideal candidates:**The Team
Financial Advisor Development Program is designed for individuals
ready to make a career transition and follow their passion of
becoming a Financial Advisor. Successful candidates have at least
three years of full time sales experience in ever more challenging
environments. The sales experience should include the successful
use of outbound sales techniques to exceed sales goals. Financial
acumen gained through work experience is ideal.**Essential Duties
and Responsibilities:**+ Performance Hurdles: A TFA must acquire
clients through personalized marketing techniques to meet minimum
performance hurdles.+ Registration and Licensing Requirement: A TFA
is required to obtain necessary licensing and registrations (Series
7 and Series 66 and Insurance).+ Education Requirement: A TFA is
required to complete the Certified Financial Planner (CFP)
Investment Planning Course and the Financial Planning course.+
Development Assessment: A TFA must successfully complete ongoing
Developmental Assessments throughout the training. In preparation
for the assessment, the TFA studies a variety of topics and may
participate in developmental activities in the areas including but
not limited to: Merrill strategy, products & services, wealth
management process, desk top technology, marketing consultative
sales skills and investment financial planning knowledge.+
Performance Requirements: A TFA is expected to meet the performance
and development requirements of the Financial Advisor Development
Program and transition to a full Financial Advisor at the
conclusion of the program.**Required skills**+ 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 appropriatesolutions/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**Desired skills:**+ 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**Job
Band:**H6**Shift:**1st shift (United States of America)**Hours Per
Week:**40**Weekly Schedule:****Referral Bonus Amount:**0**Job
Description:****Merrill Team Financial Advisor Business Development
Program****The 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+
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
supervisoryattention/review/approvalas per compliance guidelines
and policies+ Completing mandated training, assessments,
performance goals and continuing education requirements**The TFA
engages in all of the above activities with the support and
mentorship of a Financial Advisor Team.****The Team Financial
Advisor receives:**+ The strength and name recognition of Merrill
and Bank of America.+ World class training throughout their career
with Merrill+ State of the art software programs to assist in your
success+ Access to a full array of investment and banking products
for your clients+ Coaches or mentors located within your office to
work with you towards your success**Ideal candidates:**The Team
Financial Advisor Development Program is designed for individuals
ready to make a career transition and follow their passion of
becoming a Financial Advisor. Successful candidates have at least
three years of full time sales experience in ever more challenging
environments. The sales experience should include the successful
use of outbound sales techniques to exceed sales goals. Financial
acumen gained through work experience is ideal.**Essential Duties
and Responsibilities:**+ Performance Hurdles: A TFA must acquire
clients through personalized marketing techniques to meet minimum
performance hurdles.+ Registration and Licensing Requirement: A TFA
is required to obtain necessary licensing and registrations (Series
7 and Series 66 and Insurance).+ Education Requirement: A TFA is
required to complete the Certified Financial Planner (CFP)
Investment Planning Course and the Financial Planning course.+
Development Assessment: A TFA must successfully complete ongoing
Developmental Assessments throughout the training. In preparation
for the assessment, the TFA studies a variety of topics and may
participate in developmental activities in the areas including but
not limited to: Merrill strategy, products & services, wealth
management process, desk top technology, marketing consultative
sales skills and investment financial planning knowledge.+
Performance Requirements: A TFA is expected to meet the performance
and development requirements of the Financial Advisor Development
Program and transition to a full Financial Advisor at the
conclusion of the program.**Required skills**+ 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 appropriatesolutions/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**Desired skills:**+ 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**Shift:**1st shift (United States of America)**Hours Per
Week:**40Learn more about this roleFull timeJR-23001617Band:
H6Manages People: NoTravel: Yes, 10% of the timeManager:Talent
Acquisition Contact:Keri Lyn RothReferral Bonus:0Bank of America
and its affiliates consider for employment and hire qualified
candidates without regard to race, religious creed, religion,
color, sex, sexual orientation, genetic information, gender, gender
identity, gender expression, age, national origin, ancestry,
citizenship, protected veteran or disability status or any factor
prohibited by law, and as such affirms in policy and practice to
support and promote the concept of equal employment opportunity and
affirmative action, in accordance with all applicable federal,
state, provincial and municipal laws. The company also prohibits
discrimination on other bases such as medical condition, marital
status or any other factor that is irrelevant to the performance of
our teammates.To view the "EEO is the Law" poster, CLICK HERE
(https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf)
.To view the "EEO is the Law" Supplement, CLICK HERE
(https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf)
.Bank of America aims to create a workplace free from the dangers
and resulting consequences of illegal and illicit drug use and
alcohol abuse. Our Drug-Free Workplace and Alcohol Policy
("Policy") establishes requirements to prevent the presence or use
of illegal or illicit drugs or unauthorized alcohol on Bank of
America premises and to provide a safe work environment.To view
Bank of America's Drug-free workplace and alcohol policy, CLICK
HERE .
Keywords: Bank of America, Akron , Merrill Team Financial Advisor, Other , Akron, Ohio
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