Merrill Lynch Team Financial Advisor Program - New England and Upstate New York

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. With 14,085 Financial Advisors and $2 trillion in client balances as of December 31, 2014, Merrill Lynch is among the largest businesses of our kind in the world.

Merrill Lynch Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment and wealth management. We help clients pursue the life they envision through a one-on-one relationship with a financial advisor committed to their needs --- an advisor with access to the investment insights of Merrill Lynch and the banking convenience of Bank of America.

Merrill Lynch Wealth Management is part of Bank of America Corporation.

The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for the purpose of concentrating on a targeted aspect of the Team's business. The primary focus of the TFA Relationship Management role will be to own and manage client relationships as determined by the team and in accordance with the client service model. The TFA Relationship Manager will deepen relationships with the FA Team's clients through client profiling, goal identification and collaboration through the firm.

Key Responsibilities

Understand all aspects of an optimal practice and complete the training and development needed to prepare for a successful career as a Financial Advisor

Contact clients proactively and conduct client reviews in accordance with the team's client service model, which may include client events, seminars and individual social outings

Ensure delivery and ongoing evaluation of effectiveness of client service model

Build rapport with clients and get to know them on a personal level, beyond their investments and strive to deepen those relationships through ongoing profiling and identification of clients needs

Uncover opportunities with client by leveraging and partnering with our internal specialist and product experts

Build relationships with clients' external business professionals

Document all client interactions in SalesForce

Establish and maintain relationships with the management team and inform them of any circumstances that require supervisory attention/review/approval per compliance guidelines and policies

Complete required training, obtain industry licenses (Series 7 & 66), master assessments, maintain continuing education requirements and meet minimum performance standards

Source prospective clients, capitalize on referrals and assess customer needs

Deliver highly customized solutions and through collaboration deliver the full resources of Bank of America Merrill Lynch

This position may be 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. If your position requires SAFE Act registration, you will be required to register and to 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. Legal authorization to work in the US now and in the future without sponsorship is required.

Qualifications

Qualifications:

Exceptional interpersonal and relationship building skills

Proven ability to assess needs of clients and recommend appropriate solutions/interventions

Proven ability to work collaboratively on a team and with key partners

Proven ability to listen and probe for clarity and understanding

Ability to source clients through prospecting and networking

Ability to work in an environment where the majority of your compensation is tied to your performance

Goal and results oriented

Effective communication skills (written and verbal)

Proven ability to engage with and influence others

Strong follow-through skills

Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

NOTE: In addition to Planning, this position may be considered for the Business Development, Relationship Management, Investments Financing, and Business Management roles

Ideal candidate will have:

At minimum a Bachelors Degree

Experience working in a client relations relationship management role in the Financial Services Industry

Proficiency in using SalesForce / Client Relationship Manager Tool

Strong understanding of the Financial Advisor role

Posting Date : 03/15/2016

Location : US-MA-Boston, US-CT-Putnam, US-VT-Manchester Center, US-VT-Burlington, US-RI-Providence, US-RI-Providence, US-NH-Concord, US-NH-Portsmouth, US-NH-Manchester, US-NY-Latham, US-NY-Saratoga Springs, US-NY-Corning, U

Travel : Yes, 5 % of the Time

Full / Part-time : Fulltime

Hours Per Week : 40.00

Shift : 1st Shift