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- Tasks: Help high-net worth clients with tailored financial advice and investment strategies.
- Company: Join Bank of America, a leader in financial services with a commitment to community support.
- Benefits: Enjoy industry-leading benefits, paid time off, and opportunities for professional growth.
- Why this job: Gain mentorship, build your network, and develop skills in a supportive and diverse culture.
- Qualifications: Requires Series 7 & 66 licenses and experience in financial services or sales.
- Other info: This role offers a strong referral network and leadership opportunities within Merrill Wealth Management.
The predicted salary is between 60000 - 70000 £ per year.
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Merrill Financial Solutions Advisor – Central Shoreline CT Market, Guildford
Client: Bank of America
Location: Guildford, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference: 3068cdc45870
Job Views: 18
Posted: 12.08.2025
Expiry Date: 26.09.2025
Job Description:
Description: This job involves working with high-net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology to achieve growth, profiling clients to determine their financial objectives, building a sustainable book of business, and providing career development opportunities within the bank. The position requires SAFE Act registration, including background checks and registration compliance.
Responsibilities:
- Provide tailored advice to clients through reviews and presentations, assessing financial goals and recommending strategies.
- Communicate suitable solutions for clients\’ financial needs, including core banking, investment, and life solutions.
- Partner with Financial Advisor teams to promote portfolio growth and share market insights.
- Utilize bank resources to benefit clients and prospects.
- Develop and grow a book of business to meet financial targets.
- Prioritize client requests and coordinate with internal service providers.
The Advisor Development Program (ADP) Journey:
The program offers training and mentorship to develop relationship management skills, with opportunities to work with affluent clients and progress within Merrill Wealth Management. The role is based in a Merrill branch and prepares advisors for independent practice.
We’ll help you:
- Receive training and mentorship from invested managers and enroll in our Academy.
- Build your network and business through interactions with advisors, clients, and partners.
- Deliver confident financial reviews and recommendations.
- Learn about comprehensive financial solutions and connect clients to suitable services.
As a Merrill FSA, you can look forward to:
- A strong referral network and professional growth opportunities.
- Marketing strategies to expand your reach.
- Ongoing professional development.
- Leadership opportunities, including seminars and client events.
We’re a culture that:
- Supports diversity, inclusion, and career development.
- Values responsible growth and community support.
Required Qualifications:
- Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
- At least two years in financial services or a sales environment with goal achievement.
- Minimum one year in the investments industry with product knowledge.
- Self-motivated, goal-oriented, relationship builder, effective communicator, and adaptable.
Desired Qualifications:
- Experience in lead generation and client development.
- Strong computer skills and multitasking ability.
- Bachelor\’s degree, preferably in business.
- Additional professional designations like CFP or CRPC.
- Insurance licenses are a plus.
Skills:
- Account Management, Client Investment & Solution Advisory, Business Development, Relationship Building, Prospecting, Sales Performance.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Range: $75,000 – $85,000 annually, with incentive plans based on performance.
Benefits: Benefits-eligible role with industry-leading benefits, paid time off, and resources to support employee growth and community impact.
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Merrill Financial Solutions Advisor - Central Shoreline CT 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 - Central Shoreline CT Market
✨Tip Number 1
Network with professionals in the financial services industry, especially those who work at Bank of America or have experience as a Merrill Financial Solutions Advisor. Attend industry events or join relevant online forums to make connections and gain insights into the role.
✨Tip Number 2
Familiarise yourself with the latest trends in investment strategies and client relationship management. This knowledge will not only help you during interviews but also demonstrate your commitment to staying informed and providing value to high-net-worth clients.
✨Tip Number 3
Consider reaching out to current or former Merrill Financial Solutions Advisors for informational interviews. They can provide first-hand insights about the role, the company culture, and tips on how to excel in the position.
✨Tip Number 4
Prepare to discuss your approach to building and maintaining client relationships. Be ready to share specific examples of how you've successfully identified client needs and provided tailored financial solutions in your previous roles.
We think you need these skills to ace Merrill Financial Solutions Advisor - Central Shoreline CT Market
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Merrill Financial Solutions Advisor position. Understand the key responsibilities and required qualifications, as this will help you tailor your application to highlight relevant experiences.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job requirements. Emphasise your background in financial services, client relationship management, and any relevant licenses or certifications you hold.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples of how your previous experiences have prepared you for working with high-net-worth clients and achieving financial goals.
Highlight Relevant Skills: In your application, make sure to highlight skills such as account management, business development, and effective communication. Use concrete examples to demonstrate how you've successfully applied these skills in past roles.
How to prepare for a job interview at Bank of America
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by Merrill. Be prepared to discuss how these can meet the needs of high-net-worth clients, as this will demonstrate your expertise and readiness for the role.
✨Showcase Relationship Management Skills
Since this role heavily focuses on building relationships with clients, come prepared with examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to adapt to different client needs.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and how you would handle specific client situations. Think through potential challenges you might face and how you would address them effectively.
✨Demonstrate Your Goal Orientation
This position requires a self-motivated and goal-oriented mindset. Be ready to discuss your past achievements in sales or financial services, and how you set and met your goals. This will show your potential employer that you are driven and results-focused.
