Merrill Financial Solutions Advisor - Sarasota/Naples Market

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s 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. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for working with high-net worth clients 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 include providing tailored and personalized advice to clients through reviews and presentations, assessing financial goals and recommending investment advisory strategies, communicating solutions to clients best suited for their financial needs, partnering with Financial Advisor teams to build their network, understanding and accessing the full breadth of resources across the bank to benefit clients or prospects, developing and growing a book of business to meet and exceed financial targets, prioritizing client requests and making introductions to appropriate internal service providers. The Advisor Development Program (ADP) Journey provides training and guidance to become a successful and independent financial advisor, working with affluent and high net worth clients, developing relationship management skills, marketing oneself, and managing a practice. The role offers training, mentorship, networking opportunities, confidence in delivering advice, and learning about a full suite of financial solutions. Benefits include a strong referral network, marketing strategies, ongoing professional development, potential for growth and leadership opportunities. The culture is committed to diversity, continuous training, advancing tools and technology, responsible growth, and community support. Required qualifications include holding Series 7 & 66 (or 63 & 65 in lieu of 66) licenses, two years' experience in financial services or sales with goal achievement, at least one year in investments industry with knowledge of investment products, self-starter qualities, goal setting and accomplishment, relationship building, effective communication, task prioritization, adaptability, and regulatory due diligence. Desired qualifications include lead generation ability, balancing investment management and sales, strong computer skills, bachelor's degree preferably in business, additional professional designations like CFP or CRPC, and insurance licenses.