Merrill Financial Solutions Advisor; Partially Licensed - Mid-Land Market

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

Davenport, Iowa;

Springfield, Illinois;
Bloomington, Illinois

** To proceed with your application, you must be at least 18 years of age.*
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** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
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** To proceed with your application, you must be at least 18 years of age.*
* Acknowledge (
-1)

** Bank of America employees are required to meet all*
* ** posting eligibility requirements*
* ** prior to applying for any new position.*
* Acknowledge (
-1)

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* Job Description:

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* Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture with specific requirements 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.

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* Job Description:

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* 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

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* Required Qualifications:

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* + 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

+…