Bank of America

Bank of America

Merrill Financial Solutions Advisor (Partially Licensed) - Chicago Metro Market

Chicago

Sponsorship not specified$36k-$41kDetected 1 day ago
Brand StrategyAccount ManagementBusiness DevelopmentLead GenerationPipeline ManagementPerformance ManagementLeadershipCollaborationMentoringPublic Speaking

About the role

  • Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
  • We believe trust comes from transparency.

Responsibilities

  • 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.
  • You'll enroll in our Academy to develop as an advisor
  • Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
  • 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.
  • 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.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • 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.

Requirements

  • Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Skills:
  • Account Management Client Investments Management Client Management Client Solutions Advisory Relationship Building Advisory Business Development Fraud Management Pipeline Management Portfolio Management Client Experience Branding Issue
  • Management Prospecting Referral Identification Sales Performance Management Shift:

Skills

  • Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.
  • Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities.
  • Incentives are earned based on the employee's performance against defined metrics.
  • One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
  • Bank of America believes both in the importance of working together and offering flexibility to our employees.
  • Opportunity and Inclusion Each employee brings unique skills, background and opinions.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Potential opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

Compensation

  • https://careers.bankofamerica.com/en-us/pay-transparency

Benefits

  • This role is currently benefits eligible.
  • Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.

Company info

  • 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.
  • At Merrill, we empower you to bring your whole self to work.
Apply directly at Bank of America →Create a free account for alerts like thisView Bank of America immigration profile

This listing is sourced directly from Bank of America's careers page and normalized into a canonical job model.