Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market
Merrill Advisor Development Program - Financial Advisor: Boston Financial Center Market
L5
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
- We'll help you:
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year 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
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
- SkillsBusiness Acumen
- Business Development
- Oral Communications
- ProspectingWealth Planning
- Analytical Thinking
Level
SeniorL5
Location
East Boston, MA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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