Merrill Financial Solutions Advisor - Chicago West Market

Job Description

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.

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.

• 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 thresholds

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. 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.

• 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.

• A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide…