Merrill Financial Solutions Advisor - St. Louis Metro Market

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Merrill Financial Solutions Advisor – St. Louis Metro Market

Client: Bank of America

Location: United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: a13cf337d8cb

Job Views: 25

Posted: 12.08.2025

Expiry Date: 26.09.2025

Job Description:

Description: 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, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Employees are required to register and submit to the SAFE Act background check. Failure to maintain registration may result in disciplinary action, including termination.

Responsibilities:

• Provides tailored advice to clients through reviews and presentations, assessing financial goals and recommending investment strategies
• Communicates solutions suited for clients\’ financial needs, such as core Banking, Investment, and Life Priority solutions
• Partners with Financial Advisor teams to build their network by sharing market developments and discussing new products
• Utilizes bank resources to benefit clients or prospects
• Develops and grows a book of business to meet financial targets and advance as an advisor
• Prioritizes client requests and introduces them to appropriate internal service providers

The Advisor Development Program (ADP) Journey:

During this stage, the Merrill Financial Solutions Advisor (MFSA) will receive training and guidance to become a successful, independent financial advisor. You will work with affluent and high-net-worth clients, identifying needs, developing relationships, and reviewing investment goals. This role helps develop relationship management skills necessary for an Elite Growth Practice (EGP). Located in a Merrill branch.

We’ll help you:

• Get training and mentorship from invested managers. Enroll in our Academy to develop as an advisor and grow your career.
• Build your network and business, interacting with Merrill financial advisors, institutional retirement participants, and high-net-worth clients.
• Deliver confident advice through client reviews and presentations, recommending strategies to meet financial goals.
• Learn about the full suite of financial solutions and connect clients to the best options for their needs.

As a Merrill FSA, you can look forward to:

• A strong referral network for client acquisition and access to specialists
• Marketing strategies to reach wider audiences
• Ongoing professional development
• Opportunities for growth and leadership, including leading seminars

Our culture:

• Welcomes diversity and supports career development for all employees
• Believes diversity strengthens us and reflects our clients
• Provides continuous training and development
• Focuses on innovative tools, technology, and client-first service
• Supports community growth through responsible lending and investing

Required Qualifications:

• Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
• Two years in financial services or a sales environment with goals met/exceeded
• At least one year in investments, with in-depth product knowledge
• Self-starter with effective time management
• Goal-oriented, relationship builder, collaborative, confident communicator
• Ability to manage goals, navigate complexity, prioritize, and adapt quickly
• Detail-oriented with regulatory diligence

Desired Qualifications:

• Proven lead generation ability
• Experience balancing investment management, sales, and client development
• Strong computer skills and multitasking ability
• Bachelor’s degree, preferably in business
• Additional designations like CFP or CRPC, and insurance licenses

Skills:

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

Shift: 1st shift (United States of America)

Hours Per Week: 40

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

Benefits: This role is benefits eligible, offering industry-leading benefits, paid time off, and resources to support your growth and community impact.

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