Baml Careers – Financial Solutions Advisor

Website Merrill Lynch

Job Description:

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.

Job Responsibilities:

  • 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.
  • 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.
  • 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!
  • 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.

Job Requirements:

  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Collaborates effectively with others to get things done.
  • Is a self-starter who efficiently manages time and capacity.
  • Has three 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 thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Builds and nurtures strong relationships.

Job Details:

Company: Merrill Lynch

Vacancy Type: Full Time

Job Location: San Diego, California, US

Application Deadline: N/A

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