Merrill Financial Solutions Advisor (Partially Licensed) - Carolina East Market

Merrill Wealth Management, a leading provider of comprehensive wealth management and investment products, seeks a Financial Advisor to work with high‑net‑worth clients in a branch setting. The role includes building relationships, reviewing investment goals, and preparing recommendations aligned with client objectives. Role Specifics • Work with clients whose annual revenues range from $100,000 to $5 million.

• Identify client needs, develop relationships, and deliver investment recommendations.
• Use technology to achieve business growth goals and profile activities to determine investor profiles and financial resource objectives.
• Build a sustainable book of business while supporting advisors to pursue careers within the bank.
• Position is subject to SAFE Act registration requirements.

Responsibilities Provide tailored and personalized advice to clients through reviews and presentations, partnering with management to assess financial goals and recommend investment advisory strategies. Understand client solutions best suited for their financial needs, such as core banking and Investment & Life Priority™ solutions. Shadow Financial Advisor teams to build networks by sharing market developments and new products, promoting portfolio growth. Leverage available resources and technologies to optimize the customer experience and serve the bank’s customers with operational excellence and accuracy. Participate in ongoing training focused on developing a book of business to meet and exceed pre-defined financial targets and determine progression to the next advisor phase. Build relationships with internal service providers based on client needs and asset thresholds. Manage risk proactively in every aspect of business, product, and service transactions, leveraging available tools. Required Qualifications Currently hold FINRA Securities Industry Essentials (SIE). 4+ years of progressive professional and/or military experience. 2+ years of experience in the investments industry. Ability to obtain Series7 and 66 licenses within allotted program time. Self‑starter who efficiently manages time and capacity. Sets and accomplishes goals, achieving desired outcomes. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently with all clients. Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment. Adapts to new information and seeks the best solutions for clients. Incorporates regulatory due diligence into daily activities and long‑term strategies. Desired Qualifications Experience in the financial service industry and/or a sales environment where goals were met or exceeded. Strong computer skills and ability to multitask in a demanding environment. Bachelor’s Degree, preferably in a business‑related field. Proven ability to partner and promote lead generation. Experience balancing investment management, sales activities, and new client development. Additional professional designations such as CFP or CRPC. Obtained insurance licenses. Skills Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building 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. #J-18808-Ljbffr Bank of America