Merrill Financial Solutions Advisor - Minnesota Market
Company: Bank of America
Location: Minneapolis
Posted on: May 28, 2023
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Job Description:
Merrill Financial Solutions Advisor - Minnesota Market
Bloomington, Minnesota;Saint Paul, Minnesota; Eau Claire,
Wisconsin; Fargo, North Dakota; Sioux Falls, South Dakota; Wayzata,
Minnesota; Minneapolis, Minnesota; Stillwater, Minnesota; Edina,
Minnesota; Duluth, Minnesota; Rochester, Minnesota
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) will help provide you with the necessary
training and guidance through a defined path to become the
financial advisor you want to be. 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 in
an Elite Growth Practice (EGP). 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
advisors 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. Located in a Merrill branch.
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
seminars.
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
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 Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Has two years' experience working in the financial service industry
and/or a sales environment where goals were met or exceeded
(including at least one year experience in the investments
industry, including investment training and in-depth knowledge of
investment products and services).
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:
Proven ability to partner and promote lead generation.
Experience balancing investment management, sales activities and
new client development.
Strong computer skills and the ability to multitask in a demanding
environment.
A bachelor's degree, preferably in business-related field.
Achieved additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
Counselor (CRPC).
Obtained insurance licenses.
ADPJOB
Job Band:
H5
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
5000
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) will help provide you with the necessary
training and guidance through a defined path to become the
financial advisor you want to be. 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 in
an Elite Growth Practice (EGP). 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
advisors 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. Located in a Merrill branch.
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
seminars.
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
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 Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Has two years' experience working in the financial service industry
and/or a sales environment where goals were met or exceeded
(including at least one year experience in the investments
industry, including investment training and in-depth knowledge of
investment products and services).
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:
Proven ability to partner and promote lead generation.
Experience balancing investment management, sales activities and
new client development.
Strong computer skills and the ability to multitask in a demanding
environment.
A bachelor's degree, preferably in business-related field.
Achieved additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
Counselor (CRPC).
Obtained insurance licenses.
ADPJOB
Shift:
1st shift (United States of America)
Hours Per Week:
40
Learn more about this role
Full time
JR-23007270
Band: H5
Manages People: No
Travel: Yes, 5% of the time
Manager:
Talent Acquisition Contact:
Jennifer Toribio
Referral Bonus:
5000
Bank 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, Minneapolis , Merrill Financial Solutions Advisor - Minnesota Market, Accounting, Auditing , Minneapolis, Minnesota
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