Merrill Financial Solutions Advisor (ADP)
Company: TheResumeReview.com
Location: Bethesda
Posted on: January 20, 2023
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Job Description:
Job DescriptionJob DescriptionAt this company, we're guided by a
common purpose to help make financial lives better by connecting
clients and communities to the resources they need to be
successful. Make a difference where it counts by joining our
industry-leading wealth management team at this company, and
Merrill. We're looking for the next generation of financial
advisors—those with a passion for people and drive to make clients'
financial lives better. You'll advise and guide clients on how to
achieve their financial goals. Additionally, you'll be equipped
with the expertise to support them with personal investing tools
and resources.
During this stage of your journey, the Merrill Financial Solutions
Advisor (Merrill FSA) will help provide you with the necessary
training and guidance through a defined path to become the
financial advisor you want to be. 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. Once you have honed your skills and demonstrated
success as a MFSA, you typically will progress into the next stage
of training. Located in a Merrill branch.
This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the
federal registry system and remain in good standing. Your position
requires SAFE Act registration and you'll be required to register
and submit to the required SAFE Act background check and
registration process. Failure to obtain and/or maintain SAFE Act
registration may result in your immediate termination.
We'll help you• Get training and one-on-one mentorship from
managers who are invested in your success. You'll enroll in our
Academy to develop as an advisor; the potential for growth is
yours!• Build connections to grow your network and business.
Starting at a Merrill branch, you'll interact with Merrill
financial advisors, institutional retirement participants and
higher net worth clients.• Deliver advice through client
reviews/presentations with confidence, including reviews of
financial goals, and recommend investment advisory strategies to
help clients achieve their financial goals.• Learn about the full
suite of financial solutions. Connect clients to solutions that are
in their best interest, such as core Banking, Investment & Life
Priority™ solutions, through this company, and Merrill to meet
their financial needs.
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 and provide access
to partners who are specialists in their field.• Marketing
strategies to reach wider audiences with greater appeal.• Ongoing
professional development to deepen your skills and optimize your
practice as the industry evolves.• 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. Along with taking care of our
clients, we want to be a great place for people to work, and we
strive to create an environment where all employees have the
opportunity to achieve their goals.• 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,
whatever their background or experience.• Is committed to advancing
our tools, technology and ways of working. We always put our
clients first to meet their evolving needs.• Believes in
responsible growth and is dedicated to supporting communities
around the world by connecting them to the lending, investing and
giving they need to remain vibrant and vital.
Required skills:• Currently holds Series 7 & 66 (63 & 65 in lieu of
66) licenses.• Has two years' experience working in the financial
service industry and/or a sales environment where goals were met or
exceeded (including at least one year experience in the investments
industry, including investment training and in-depth knowledge of
investment products and services)• Is a 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, prioritizes tasks and executes in a
fast-paced environment.• Likes to learn, adapts to new information
and seeks the right solutions for clients.• Is thorough and
thoughtful in incorporating relevant regulatory due diligence into
daily activities and long-term strategies for clients.
Desired skills:• 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.• A 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.
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