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- Tasks: Work with high-net worth clients to identify needs and develop relationships.
- Company: Join Merrill, a leader in wealth management, focused on client success.
- Benefits: Enjoy training, networking, and professional development opportunities.
- Why this job: Gain valuable skills in relationship management while making a real impact.
- Qualifications: Series 7 & 66 licenses required; industry experience preferred.
- Other info: This role offers mentorship through the Advisor Development Program.
The predicted salary is between 43200 - 72000 £ 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 for business growth
- Profiling client investor profiles
- Building a book of business
- Providing career development opportunities within the bank
- Providing tailored advice
- Communicating solutions suited to client needs
- Partnering with financial teams
- Understanding bank resources
- Developing a business
- Prioritising client requests
The Advisor Development Program (ADP) offers training and mentorship to become a successful financial advisor, working with affluent clients and developing relationship management skills. The program prepares advisors for career advancement within Merrill Wealth Management.
Benefits include training, networking, professional development, and leadership opportunities. The culture emphasises diversity, continuous learning, responsible growth, and community support.
Required qualifications include:
- Series 7 & 66 licenses
- Industry experience
- Relationship skills
- Effective communication
Preferred qualifications include:
- Professional designations
- Insurance licenses
- Strong computer skills
This position is based in a Merrill branch, with a 1st shift schedule, 40 hours per week.
Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA 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 - Providence, RI or Worcester, MA
✨Tip Number 1
Familiarise yourself with the specific needs and preferences of high-net-worth clients. Research common investment goals and challenges they face, so you can demonstrate your understanding during interviews.
✨Tip Number 2
Network with current or former Merrill Financial Solutions Advisors to gain insights into their experiences. This can provide you with valuable information about the role and help you build connections within the company.
✨Tip Number 3
Showcase your relationship management skills by preparing examples of how you've successfully built and maintained client relationships in the past. Be ready to discuss these during any interviews or networking opportunities.
✨Tip Number 4
Highlight your familiarity with technology and how you've used it to drive business growth. Be prepared to discuss specific tools or platforms you've leveraged in previous roles to enhance client engagement and service.
We think you need these skills to ace Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA
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 that demonstrate your ability to meet client needs.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience with investment recommendations and leveraging technology for business growth.
Highlight Relevant Qualifications: Clearly list your Series 7 & 66 licenses and any other relevant qualifications or designations. If you have experience with insurance licenses or strong computer skills, make sure to mention these as they are preferred qualifications.
Showcase Your Soft Skills: Since effective communication and relationship skills are crucial for this role, provide examples in your application of how you've successfully built relationships with clients or teams in the past. This will help demonstrate your fit for the position.
How to prepare for a job interview at Bank of America
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Financial Solutions Advisor. Familiarise yourself with how to identify client needs and develop relationships, as these are key aspects of the role.
✨Showcase Your Communication Skills
Since effective communication is crucial in this position, prepare examples of how you've successfully communicated solutions to clients in the past. This will demonstrate your ability to tailor advice to meet client needs.
✨Highlight Relevant Experience
Be ready to discuss your industry experience and any relevant qualifications, such as your Series 7 & 66 licenses. Mention any professional designations or insurance licenses you hold, as these will strengthen your application.
✨Emphasise Relationship Management
Prepare to talk about your approach to building and maintaining client relationships. Share specific examples of how you've developed a book of business and prioritised client requests in previous roles.
