Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Join us!

Job Responsibilities:

• This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
• Leverage technology to achieve business growth goals.
• Profile activities to determine a client's investor profile and financial resource objectives.
• Build a sustainable book of business.
• Provide opportunities for advisors to pursue a career within the bank.

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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

The Advisor Development Program (ADP) Journey:

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).

We’ll help you:

• Get training and one-on-one mentorship from managers who are invested in your success.
• Build connections to grow your network and business.
• Deliver advice through client reviews/presentations with confidence.
• Learn about the full suite of financial solutions.

As a Merrill FSA, you can look forward to:

• A strong referral network from across the business.
• Marketing strategies to reach wider audiences.
• Ongoing professional development.
• Potential opportunities for professional growth.
• Leadership opportunities.

We’re a culture that:

• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
• Believes diversity makes us stronger.
• Provides continuous training and developmental opportunities.
• Is committed to advancing our tools, technology, and ways of working.
• Believes in responsible growth and is dedicated to supporting communities.

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Two years' experience working in the financial service industry and/or a sales environment.
• Minimum of one year experience in the investments industry.
• Self-starter who efficiently manages time and capacity.
• Builds and nurtures strong relationships.
• Collaborates effectively with others.
• Communicates effectively and confidently.
• Manages goals, navigates complexity, prioritizes tasks.
• Likes to learn and adapts to new information.
• Thorough and thoughtful in incorporating relevant regulatory due diligence.

Desired Qualifications:

• Proven ability to partner and promote lead generation.
• Experience balancing investment management and sales activities.
• Strong computer skills.
• Bachelor's degree, preferably in business-related field.
• Achieved additional professional designations.

Skills:

• Account Management
• Client Investments Management
• Client Management
• Client Solutions Advisory
• Relationship Building
• Advisory
• Business Development
• Fraud Management
• Pipeline Management
• Portfolio Management
• Client Experience Branding
• Issue Management
• Prospecting
• Referral Identification
• Sales Performance Management

Shift:

1st shift (United States of America)

Hours Per Week:

40