What are the responsibilities and job description for the Merrill Financial Solutions Advisor: Greater Dallas Market position at National Black MBA Association?
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 specializes 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 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 brings unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
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. Key responsibilities include :
- Leveraging technology to achieve business growth goals
- Profiling activities to determine a client's investor profile and financial resource objectives
- Building a sustainable book of business
- Providing opportunities for advisors to pursue a career within the bank
This position is subject to SAFE Act registration requirements. 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.
Responsibilities :
The Advisor Development Program (ADP) Journey :
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will provide you with the necessary training and guidance to become a successful and independent financial advisor. You will work with affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. This role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.
We’ll help you :
As a Merrill FSA, you can look forward to :
We’re a culture that :
Required Qualifications :
Desired Qualifications :
Skills :
Shift :
1st shift (United States of America)
Hours Per Week : J-18808-Ljbffr
Salary : $5,000 - $100,000
