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Jobs · OTHR · Texas

Merrill Advisor Development Program Financial Solutions Advisor Centralized: Houston Galleria

Bank of America · Houston, TX · 1 mo ago
OTHRFull-time

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our 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. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Responsibilities

  • Advise and guide clients on how to achieve their financial goals.
  • Support clients with personal investing tools and resources.
  • Provide residential mortgage loans (subject to SAFE Act registration requirements).
  • Engage in regulatory due diligence in daily activities and creating long-term client strategies.

Requirements

  • Displays confidence working in a sales role.
  • Builds strong client relationships through effective communication and collaboration.
  • Displays a proactive mindset and effective time management.
  • Demonstrates a results-driven mindset and prioritizes client interests.
  • Identifies appropriate client solutions through application of learnings and new information.

Qualifications

  • Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
  • Ability to learn and adapt to new technology or applications.
  • Ability to execute multiple tasks simultaneously.

Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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 disciplinary action up to and including termination.

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