Investment Advisory Specialist II

Location: Pennington

Description

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This job is responsible for partnering with field leadership and financial advisors to grow the Investment Advisory Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with other Investment Solutions Group teams to produce solutions for advisors and territories. Job expectations include driving responsible growth by guiding advisors with researched investment opportunities and collaborating with other senior investment advisory specialists to develop strategic initiatives.

The Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch Managed Assets platforms in order to drive utilization of Managed Asset platforms.

The Investment Advisory Specialist provides advice and guidance to Financial Advisors, Client Associates and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm’s clients. Advice and guidance is informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation and best practices for integrating our managed asset platform into various financial advisor business models.

The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment services backed by the research and insights of Merrill Lynch in a single solution designed to help clients pursue meaningful outcomes

Responsibilities:

Leads proactive field facing activities and primary driver of initiative-based flows and advisor engagements

Owns sales responsibilities, tactics, execution and advisory leadership engagements within respective territory

Takes initiative and demonstrate leadership in advancing business and strategic initiatives

Sets example by mentoring colleagues

Drives cross ISG collaboration efforts

Focuses on proactively supporting the advisors in their respective markets to drive sales growth through in person, virtual and phone interactions. Thinks independently, develops and executes strategies to achieve their growth goals for their respective territories.

Partners with their coverage team potentially consisting of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.

Records all relevant activities in , a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.

The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.

Required Qualifications:

8+ years experience in financial services industry

Ability to work under pressure, meet deadlines and meet clearly defined measurements

Strong communication, interaction and presentation skills

Willing to travel on a monthly basis to meet with advisors in person

Self-motivated, adaptive, positive attitude and high energy

Must display a passion for achieving aggressive goals in innovative and highly professional way

SIE, Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date

Desired

Qualifications:

Bachelor's degree

8+ years sales experience

Knowledge of professionally managed investment products and/or investment advisory business

Skills:

Active Listening

Advisory

Investment Management

Presentation Skills

Sales Strategy

Pipeline Management

Portfolio Analysis

Problem Solving

Strategy Planning and Development

Wealth Planning

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - NJ - Pennington - 1600 American Blvd - Hopewell Bldg 6 (NJ2600)
Pay and benefits information

Pay range$ - $ annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.

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.