Merrill Financial Solutions Advisor - Eastern Pennsylvania Market

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:

• Providing tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
• Communicating solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
• Partnering with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products in an effort to promote portfolio growth.
• Understanding and accessing the full breadth of resources across the bank to benefit clients or prospects.
• Developing and growing a book of business to meet and exceed pre-defined financial targets.
• Prioritising client requests and making introductions to appropriate internal service providers based on client needs and asset thresholds.

The Advisor Development Program (ADP) Journey:

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management.

We’ll help you:

• Get training and one-on-one mentorship from managers who are invested in your success.
• Build connections to grow your network and business.
• Deliver advice through client reviews/presentations with confidence.
• Learn about the full suite of financial solutions.

As a Merrill FSA, you can look forward to:

• A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition.
• Marketing strategies to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimise your practice.
• Potential opportunities for professional growth.
• Leadership opportunities, including leading client and conference seminars.

We’re a culture that:

• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
• Provides continuous training and developmental opportunities to help employees achieve their goals.
• Is committed to advancing our tools, technology and ways of working.

Required Qualifications:

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
• Self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritises tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Desired Qualifications:

• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities, and new client development.
• Strong computer skills and the ability to multitask in a demanding environment.
• Bachelor's degree, preferably in business-related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

Skills:

• Account Management
• Client Investments Management
• Client Management
• Client Solutions Advisory
• Relationship Building
• Advisory Business Development
• Fraud Management
• Pipeline Management
• Portfolio Management
• Client Experience Branding
• Issue Management
• Prospecting
• Referral Identification
• Sales Performance Management