Merrill Financial Solutions Advisor - Partially Licensed Raleigh and surrounding cities.
Company: Disability Solutions
Location: Raleigh
Posted on: October 3, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!Job Description:This job is responsible for
working with high-net worth clients in a Merrill branch with annual
revenues of $100k-$5mm, identifying needs, developing
relationships, reviewing investment goals, and preparing investment
recommendations that align with the goals of both existing and
prospective clients. Key responsibilities include leveraging
technology to achieve business growth goals, profiling activities
to determine a client's investor profile and financial resource
objectives, building a sustainable book of business and providing
opportunities for advisors to pursue a career within the bank. 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. Since this position requires
SAFE Act registration, employees are 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 disciplinary action up to and including
termination.Responsibilities:
Keywords: Disability Solutions, Burlington , Merrill Financial Solutions Advisor - Partially Licensed Raleigh and surrounding cities., Accounting, Auditing , Raleigh, North Carolina
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