Merrill Financial Solutions Advisor - St. Louis Metro Market

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Merrill Financial Solutions Advisor – St. Louis Metro Market, Swansea

Client:

Bank of America

Location:

Job Category:

Other

EU work permit required:

Yes

Job Reference:

f356a09aa536

Job Views:

4

Posted:

25.06.2025

Expiry Date:

09.08.2025

Job Description:

Description: This job involves working with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Responsibilities include leveraging technology for business growth, profiling clients, building a business book, and providing career development opportunities within the bank. The role requires SAFE Act registration, including background checks and compliance.

Responsibilities:

• Provide tailored financial advice and investment strategies
• Communicate solutions suited for clients’ financial needs
• Collaborate with Financial Advisor teams to promote portfolio growth
• Utilize bank resources for client benefit
• Develop and grow a business book to meet financial targets
• Prioritize client requests and coordinate with internal service providers

Advisor Development Program (ADP) Journey: The program offers training and mentorship to develop successful, independent financial advisors, working with affluent clients and progressing within Merrill Wealth Management.

Growth Opportunities:

• Training and mentorship from invested managers
• Networking and business growth opportunities
• Delivering client reviews and investment strategies confidently
• Access to a full suite of financial solutions
• Professional development and leadership opportunities

Our Culture:

• Inclusive workplace supporting career development
• Diversity as a strength
• Continuous training and development
• Focus on client needs and responsible growth

Required Qualifications:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
• Two years in financial services or sales with goal achievement
• Minimum one year in investments, with product knowledge
• Self-motivated with effective relationship-building and communication skills
• Ability to manage goals and prioritize in a fast-paced environment
• Willingness to learn and adapt
• Regulatory diligence

Desired Qualifications:

• Proven lead generation and partnership skills
• Experience in investment management and client development
• Strong computer skills
• Bachelor’s degree in business or related field
• Additional professional designations (e.g., CFP, CRPC)
• Insurance licenses

Skills:

• Account Management
• Client Investment and Solution Management
• Relationship Building
• Advisory and Business Development
• Fraud and Issue Management
• Pipeline and Portfolio Management
• Client Experience and Referral Identification
• Sales Performance

Shift: 1st shift (U.S.)

Hours Per Week: 40

Pay Range: $75,000 – $85,000 annually, based on experience and skills. Incentives available.

Benefits: Benefits-eligible role with industry-leading benefits, paid time off, and resources for professional growth.

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