- Get training and one-on-one mentorship from managers who are invested in your success. 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 PriorityTM solutions, through Bank of America and Merrill to meet their financial needs.
- 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.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
- Potential Opportunities for professional growth.
- 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.
- 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. 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 thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
- 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).
- Do use high quality, white or light colored 81⁄2 x 11 paper. For example, don't mention your fondness for swimming unless you want to work on the water.)
-
Financial Adviser
1 day ago
Clever-HR Birmingham, United KingdomOur client, a well-established and successful Wealth Management practice that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced and enthusiastic Financial Adviser to join the team. · Due to their strong focus on devel ...
-
Remote Financial Adviser
1 day ago
Finlink Ltd Birmingham, United KingdomAn excellent opportunity to join an IFA firm in a period of growth as a Financial Advisor, working remotely. The firm are looking for those with financial planning experience and who are interested to grow a client bank in their area. · This company are an independent financial a ...
-
Financial Adviser
19 minutes ago
Recruit UK Sutton, United Kingdom**Job Title**: Financial Adviser · **Industry**: Financial advice · **Location**:Sutton · **Salary**: Basic salary of up to £85,000 (OTE £100k+) · **Job Reference**:8995 · Recruit UK is working on an excellent opportunity for an experienced and technical Financial Adviser to join ...
-
Financial Adviser
5 days ago
Recruit UK Birmingham, United Kingdom Part time, Full time· Job Title: · Financial Adviser · Location: · Birmingham · Salary: · up to £55,000 · REF: 8923 · Are you a talented Financial Adviser seeking a rewarding opportunity in Birmingham? Look no further · Recruit UK are working with a continuously growing and expanding Wealth Managem ...
-
Trainee Financial Adviser
5 days ago
Premier Jobs UK Limited Bromsgrove, United Kingdom Full timeThis employed, Desk Based Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser · You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to main ...
-
Self-employed Financial Adviser
5 days ago
Independent Resourcing Consultancy Ltd Birmingham, United KingdomMy client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall ...
-
Financial Adviser
6 days ago
Idex Dudley, United KingdomIndependent Financial Adviser West Midlands and Black Country clients to inherit due to upcoming retirement Support team based in West Midlands Diploma qualified. Chartered qualification beneficial but not essential An opportunity has arisen with a growing business that already h ...
-
Financial Adviser Support Specialist
19 hours ago
Wesleyan Birmingham, United KingdomHybrid working (office based in Birmingham) – 2 days in the office per week (subject to change on business needs) · This role is 35 hours per week with the need to be flexible to work between 9am – 8pm. You will need to be available to attend head office during your initial trai ...
-
Financial Adviser
1 day ago
AFH Wealth Management Bromsgrove, Worcestershire, United KingdomIndependent Financial Adviser - Desk Based · AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. · We believe that our success starts with our people. If you are determined to succeed and eager to take on new ch ...
-
Financial Adviser
3 days ago
Premier Jobs UK Elmbridge, Worcestershire, United KingdomThis employed Financial Adviser job in Weybridge provides the opportunity to takeover an existing client bank £10m+. · As a Financial Adviser, you will be taking over the responsibility of managing the client's financial planning and maintaining a strong ongoing relationship. Yo ...
-
Financial Adviser
6 days ago
Recruit UK | Certified B Corp™ Loughton, United KingdomJob Title: Financial Adviser · Industry: Wealth Management · Location: Essex · Salary: £45,000 - £60,000 plus bonus · Job Reference: 8940 · Job Description: · Recruit UK is working on an excellent opportunity for a passionate Financial Adviser to join their well-established weal ...
-
Financial Adviser Support Team Leader
1 day ago
Wesleyan Birmingham, United KingdomHybrid working (office based in Birmingham) – 2 days in the office per week (subject to change on business needs) · This role is 35 hours per week with the need to be flexible to work between 9am – 8pm. You will need to be available to attend head office during your initial trai ...
-
Independent Financial Adviser
3 days ago
Heat Recruitment Ltd Wolverhampton, West Midlands, United KingdomIndependent Financial Adviser · Location: Wolverhampton, UK · Salary - £45,000 · Are you an experienced and dynamic financial adviser looking for a new opportunity? We are a well-established chartered firm seeking a motivated individual to join our team as an Independent Financia ...
-
Independent Financial Adviser
4 days ago
Heat Recruitment Ltd Hinckley & Bosworth, Leicestershire, United Kingdom Permanent, Full timeJob Title: Financial Adviser · Job Type: Self-Employed · About the business: · This role is with an established and reputable independent financial advice firm dedicated to providing comprehensive, tailored advice for individuals and business owners. Their expertise spans various ...
-
Independent Financial Adviser
3 days ago
Heat Recruitment Ltd Packington, Leicestershire, United KingdomJob Title - Independent Financial Adviser Location - Meriden, UK (flexi/remote for advisers within the West Midlands) Salary - dependent on experience / qualifications + bonus We are working with a well-established and reputable financial advisory firm in the West Midlands with a ...
-
Independent Financial Adviser
4 days ago
Heat Recruitment Ltd Packington, Leicestershire, United Kingdom Permanent, Full timeJob Title - Independent Financial Adviser · Location - Meriden, UK (flexi/remote for advisers within the West Midlands) · Salary - dependent on experience / qualifications + bonus · We are working with a well-established and reputable financial advisory firm in the West Midlands ...
-
Thomas Brown T/A TABrown Consultancy Birmingham, United Kingdom Part time, Full timeRole: Financial Adviser · Location: · Birmingham · Package: Up to £65,000 Basic Salary + Bonus + Benefits + Clients Provided · Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clie ...
-
Experienced Independent Financial Adviser
5 days ago
Heat Recruitment Ltd Hinckley, Leicestershire, United KingdomFinancial Adviser · Job Type: Self-Employed · This role is with an established and reputable independent financial advice firm dedicated to providing comprehensive, tailored advice for individuals and business owners. Their expertise spans various financial domains, including r ...
-
Home-based Financial Adviser
4 days ago
We Manage Jobs(WMJobs) Redditch, Worcestershire, United KingdomSituated in North Worcestershire, Bromsgrove District Council and Redditch Borough Council share services.focused on improving delivery services that make a difference to the community that we serve. · Redditch Borough Council and Bromsgrove District Council are looking to fill ...
-
Restructuring Associate Solicitor
21 hours ago
G2 Legal Limited Birmingham, United KingdomThis is a unique opportunity for a restructuring solicitor to join a dynamic and collaborative Legal 100 team based in Birmingham. · You will find yourself working on high-value restructurings and advising a wide range of clients including financial institutions, boards, insolven ...
Financial Adviser - Birmingham, United Kingdom - Bank of America
Description
Merrill Financial Solutions Advisor - Birmingham & Associates Market page is loaded Merrill Financial Solutions Advisor - Birmingham & Associates MarketApply locations Birmingham Montgomery Anniston Tuscaloosa Gadsden time type Full time posted on Posted Yesterday job requisition id
Job Description:
At Bank of America, 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 Bank of America 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.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.
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.
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.
Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.We'll help you
1st shift (United States of America)
Hours Per Week:
Bank of America is committed to help employees through the transition period when they're displaced as a result of a workforce reduction, realignment or similar measure.
Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.Regardless of the position you are interested in, the starting points to building your resume are the same:
Considerations when writing a resume