Merrill Financial Solutions Advisor (Partially Licensed) - Mid-Land Market

Merrill Financial Solutions Advisor (Partially Licensed)

• Mid-Land Market Bank of America 3.

2 ( ) Multiple Locations Why you should apply for a job to

Bank of America :

Ranked as one of the 56% say women are treated fairly and equally to men 74% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years. Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise. Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies. #

JR-26014948

Position summary nts for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.

Job Description:

This job is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k

• 5mm.

Key responsibilities include identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with clients' goals. Job expectations include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business and providing opportunities for advisors to pursue a career within the bank. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor Builds relationships with internal service providers based on client needs and asset thresholds Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE) 4+ years of progressive professional and/or military experience 2+ years experience in investments industry Ability to obtain Series 7 and 66 licenses within allotted program time Is a self-starter who efficiently manages time and capacity Sets and accomplishes goals, achieving whatever one sets their 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 Qualifications:

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 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

Skills:

Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue Management Prospecting Referral Identification Sales Performance Management Shift:

1st shift (United States of America)

Hours Per Week:

40 Pay Transparency details US

• IL•Bloomington•2205 E

EMPIRE ST

• CORPORATE

CENTER E PHASE1

(IL9205) Pay and benefits information Pay range $36.06

• $40.

87 hourly pay, offers to be determined based on experience, education and skill set. Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Why you should apply for a job to

Bank of America :

Ranked as one of the 56% say women are treated fairly and equally to men 74% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews A competitive benefits and programs have earned us recognition by Working Mother magazine for more than 30 years. Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise. Offers comprehensive domestic partner benefits to U.S. employees and incorporate sexual orientation into non-discrimination policies.