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- Tasks: Work with high-net worth clients to identify needs and develop investment strategies.
- Company: Join a leading financial institution focused on client success and community engagement.
- Benefits: Enjoy training, networking, and leadership opportunities in a supportive and diverse workplace.
- Why this job: Gain valuable experience in relationship management while making a real impact on clients' financial futures.
- Qualifications: Must hold Series 7 & 66 licenses and have two years of financial service experience.
- Other info: Participate in the Advisor Development Program for mentorship and career advancement.
The predicted salary is between 36000 - 60000 £ per year.
This job involves working with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations.
Key responsibilities include:
- Leveraging technology to achieve growth
- Profiling activities to determine client investment profiles
- Building a sustainable book of business
- Providing tailored advice
- Communicating solutions suited to clients' financial needs
- Partnering with Financial Advisor teams to promote portfolio growth
- Understanding bank resources
- Developing a book of business
- Prioritising client requests
The Advisor Development Program (ADP) offers training and mentorship to develop successful, independent financial advisors, working with affluent and high net worth clients to hone relationship management skills and operate within an Elite Growth Practice.
Benefits include:
- Training
- Networking opportunities
- Confidence in delivering advice
- Understanding financial solutions
- Professional growth
- Leadership opportunities
- A supportive workplace culture that values diversity, continuous development, responsible growth, and community engagement
Required qualifications include:
- Holding Series 7 & 66 licenses
- Two years of financial service or sales experience
- At least one year in investments
- Strong relationship and communication skills
Desired qualifications include:
- Experience in lead generation
- Multitasking
- A business-related degree
- Additional professional designations
Skills needed encompass:
- Account and client management
- Advisory services
- Relationship building
- Business development
- Portfolio management
- Sales performance
The shift is 1st shift (U.S.), with 40 hours per week.
Merrill Financial Solutions Advisor - St. Louis Metro Market employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Merrill Financial Solutions Advisor - St. Louis Metro Market
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience working with high-net-worth clients. Attend local finance-related events or join online forums to connect with potential mentors and peers who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the latest financial technologies and tools that are commonly used in wealth management. Being knowledgeable about these resources will not only enhance your application but also demonstrate your commitment to leveraging technology for client growth.
✨Tip Number 3
Prepare to discuss your approach to building and maintaining client relationships during interviews. Think of specific examples where you've successfully managed client expectations or resolved issues, as this will showcase your relationship management skills.
✨Tip Number 4
Research the bank's culture and values, particularly around diversity and community engagement. Be ready to articulate how your personal values align with theirs, as cultural fit is often a key consideration in hiring decisions.
We think you need these skills to ace Merrill Financial Solutions Advisor - St. Louis Metro Market
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly with high-net worth clients. Emphasise your relationship management skills and any specific achievements in sales or investment recommendations.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention how your background aligns with the responsibilities of the Financial Solutions Advisor position and express your enthusiasm for the opportunity to work with affluent clients.
Highlight Relevant Qualifications: Clearly list your Series 7 & 66 licenses and any other relevant qualifications. If you have experience in lead generation or business development, make sure to include specific examples that demonstrate your capabilities.
Showcase Soft Skills: In your application, emphasise your strong communication and relationship-building skills. Provide examples of how you've successfully managed client relationships or collaborated with teams to achieve growth, as these are crucial for the role.
How to prepare for a job interview at Bank of America
✨Showcase Your Relationship Management Skills
Since this role involves working with high-net worth clients, it's crucial to demonstrate your ability to build and maintain strong relationships. Prepare examples from your past experiences where you successfully managed client relationships and tailored solutions to meet their needs.
✨Understand the Financial Landscape
Familiarise yourself with current market trends and investment strategies relevant to affluent clients. Being able to discuss these topics confidently will show that you are knowledgeable and prepared to provide valuable advice.
✨Leverage Technology in Your Responses
As the job requires leveraging technology for growth, be ready to discuss how you've used technology in previous roles to enhance client interactions or improve business outcomes. This could include CRM systems, financial planning software, or data analysis tools.
✨Prepare for Behavioural Questions
Expect questions that assess your problem-solving abilities and how you handle challenging situations. Use the STAR method (Situation, Task, Action, Result) to structure your answers, focusing on scenarios that highlight your skills in client management and business development.
