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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, develop relationships, and make a real impact in clients' financial lives.
- Qualifications: Must have Series 7 & 66 licenses and experience in financial services or sales.
- Other info: This role offers a strong referral network and leadership opportunities within a diverse culture.
The predicted salary is between 60000 - 85000 £ per year.
Social network you want to login/join with:Merrill Financial Solutions Advisor – Central Shoreline CT Market, GuildfordClient: Bank of AmericaLocation: Guildford, United KingdomJob Category: OtherEU work permit required: YesJob Reference: 3068cdc45870Job Views: 18Posted: 12.08.2025Expiry Date: 26.09.2025Job 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: 40Pay 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. #J-18808-Ljbffr
Merrill Financial Solutions Advisor - Central Shoreline CT Market employer: JobLeads GmbH
Contact Detail:
JobLeads GmbH 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 Merrill or similar firms. Attend local finance-related events or webinars to meet potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management and investment strategies. Being knowledgeable about current market conditions and financial products will help you stand out during interviews and discussions with hiring managers.
✨Tip Number 3
Consider reaching out to current or former Merrill Financial Solutions Advisors on platforms like LinkedIn. Ask them about their experiences and any advice they might have for someone looking to join the team, which can give you valuable insider information.
✨Tip Number 4
Prepare to discuss your approach to client relationship management and how you would build a book of business. Think of specific examples from your past experience that demonstrate your ability to connect with clients and achieve sales targets.
We think you need these skills to ace Merrill Financial Solutions Advisor - Central Shoreline CT Market
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Merrill Financial Solutions Advisor. Familiarise yourself with the key tasks such as providing tailored advice, developing client relationships, and leveraging technology for growth.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services, sales, and client relationship management. Emphasise any achievements that demonstrate your ability to meet financial targets and build a sustainable book of business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that align with the job description, such as your background in investments or your skills in lead generation and client development.
Highlight Relevant Qualifications: Ensure you clearly list your qualifications, including any required licenses like Series 7 & 66, and any additional designations such as CFP or CRPC. This will help demonstrate your suitability for the position right from the start.
How to prepare for a job interview at JobLeads GmbH
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services offered by Bank of America. 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 Building Skills
Since this role heavily focuses on building relationships with clients, come prepared with examples of how you've successfully developed client relationships in the past. Highlight your communication skills and adaptability in different situations.
✨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, including how you set and met your goals, to show that you are driven and results-focused.
