What are the responsibilities and job description for the Merrill Financial Solutions Advisor - Morristown 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. Our trusted 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.
Job Responsibilities :
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
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.
Responsibilities :
Required Qualifications :
Desired Qualifications :
Shift :
1st shift (United States of America)
Hours Per Week :
Pay Transparency details
Pay range : $75,000.00 - $85,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Benefits : This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees.
J-18808-Ljbffr
Salary : $5,000 - $100,000
