Merrill Financial Solutions Advisor - West Los Angeles Market
Company: Bank of America
Location: Los Angeles
Posted on: October 10, 2024
Job Description:
Merrill Financial Solutions Advisor - West Los Angeles MarketJob
Description:This job is responsible for working with high-net worth
clients with annual revenues of $100k-$5mm, identifying needs,
developing relationships, reviewing investment goals, and preparing
investment recommendations that align with the goals of both
existing and prospective clients. Key responsibilities 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 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
this position requires SAFE Act registration, employees are
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 including termination.Responsibilities:
- Provides tailored and personalized advice to clients through
reviews and presentations, including assessing financial goals and
recommending investment advisory strategies
- Communicates solutions to clients that are best suited for
their financial needs, such as core Banking, and Investment and
Life Priority solutions
- Partners with 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
- Understands and accesses the full breadth of resources across
the bank to benefit clients or prospects
- Develops and grows a book of business to meet and exceed
pre-defined financial targets to measure their ability to progress
to the next phase as an advisor
- Prioritizes client requests and makes introductions to
appropriate internal service providers based on client needs and
asset thresholdsRequired Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66)
licenses
- Two years' experience working in the financial service industry
and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry,
including investment training and in-depth knowledge of investment
products and services
- 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
- Thorough and thoughtful in incorporating relevant regulatory
due diligence into daily activities and long-term strategies for
clientsDesired Qualifications:
- 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
- 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 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
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Keywords: Bank of America, Ventura , Merrill Financial Solutions Advisor - West Los Angeles Market, Accounting, Auditing , Los Angeles, California
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