Merrill Lynch Team Financial Advisor Program (Planning) - Southeast Region - Full-time / Part-time

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 Planner role is to deliver a full range of goals-based planning & financial solutions to their FA Team's clients. The TFA Planner will own and manage the planning components of the team's client service model. 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 Build and maintain a clear process for adding to and updating client profile information in Sales force after regular client reviews Consistently make adjustments to analytics, portfolio, balance sheet, net worth statement and recommendations based on new or relevant information Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies Maintain a full understanding of ML online capabilities Possess a working knowledge of financial planning wealth management tools Possess niche-related knowledge and remain current on industry rules and relevant regulations including future standards that may be mandated Use relevant knowledge and content to educate other Financial Advisors on strategies Manage the team's client profiling process by leveraging all Firm resources Deliver holistic goals-based financial solutions to clients Prepare and present detailed customized client reports including metrics on progress to goals, especially during client reviews Fulfill continuing education requirements to maintain designation(s) Establish and maintain relationships with the management team and inform them of 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 meets minimum performance standards Source prospective clients and capitalize on referrals Deliver 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

Required Skills

Strong analytical skills

Proven ability to identify clients optimal risk profiles, goals, objectives and appropriate asset allocation

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

Highly effective communication skills (written and verbal)

Proven ability to engage with and influence others

Solid follow-through skills

Strong computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Desired Skills

At minimum a Bachelors Degree

Credentialed with planning designations (s) -- CFP or CHFC -- The TFA curriculum assists candidates prepare for an earn the CFP designation

Experience working with clients on planning-related needs

Proficiency in using SalesForce / Client Relationship Manager Tool

Strong understanding of the Financial Advisor role

Posting Date : 03/14/2016

Location : US-FL-Boca Raton, US-FL-Palm Beach Gardens, US-FL-Sarasota, US-FL-Fort Lauderdale, US-FL-Miami, US-FL-Orlando, US-FL-Jacksonville, US-FL-Miami, US-FL-Tampa, US-AL-Birmingham, US-SC-Charleston

Travel : Yes, 5 % of the Time

Full / Part-time : Fulltime

Hours Per Week : 37.50

Shift : 1st Shift