Bank of America Corporate Financial Solutions Advisor - West Michigan Market - Grand Rapids, MI in Grand Rapids, Michigan
CorporateFSA (CFSA) primarily develops new investment business with existing Merrill Lynch clients and prospects of Merrill Lynch Advisors. The CFSA will identify, profile and meet with clients both in person and via telephone to analyze and review financial goals. The CFSA will triage client leads and make referrals to appropriate internal service providers based on client needs and asset thresholds. The CFSA will be located in a Merrill Lynch complex, and may support multiple offices, and be a key partner for FA teams managing Corporate/Institutional client relationships. As such, they will participate in on-going training and interaction with the Merrill Lynch Wealth Complex. The CFSA should be able to provide a single company and product view for our clients, executing referrals across banking and brokerage lines.
The CFSA will be responsible for education, awareness and communication of Merrill Edge Investment platform and solutions to GWIM Field leadership and sales associates for the offices they support. Within these offices, the CFSA is responsible for the ongoing relationship and acquisition of accounts to Merrill Edge through the partnership with the GWIM channel. The individual must effectively partner, providing support in the execution of Merrill Edge referral and enrollment activities.
•Build and manage relationships with MLWM & UST partners to drive ML Edge AUM primarily through Merrill Edge Self Directed (MESD)•Educate GWIM partners on ML Edge, as a solution within the Client’s total financial framework•Successfully act as the subject matter expert on the Merrill Edge and GWIM platform functionalities•Ensure risk management and compliance policies are adhered throughout greater process
Demonstrates proficiency with appropriate systems and routines to support sales process. Series 7 & 66 (63 & 65 in lieu of 66) and Insurance licenses required. CFP preferred. 4 year business degree preferred. Minimum three years of experience in business development and investments training. 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.
•3+ years of proven investment business development experience, including investment training. In-depth knowledge of investment products and services•Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions•Knowledge of banking (credit and deposit) products and services desired•Demonstrated ability to cultivate effective revenue generating partnerships with other LOBs•Proven track record of ability to influence: present oneself assertively, convincingly and with confidence to establish credibility and respect with others•Must be able to provide evidence of consultative communication and relationship building skills leading to client fulfillment and delight in previous roles•Must possess sound business ethics; acts in the best interest of the client•Highly motivated self-starter, proactive, with intense focus on results. Conveys a sense of urgency to achieve business goals and exceed expectations•Excellent time management, organizational and public speaking skills•4-year degree, preferably in business related field, CFP desired•Series 7 & 66 (63 & 65 in lieu of 66)
Posting Date : 07/05/2018
Grand Rapids, MI, CALDER PLAZA, 250 MONROE AVE NW,
- United States
Travel : No
Full / Part-time : Full time
Hours Per Week : 40
Shift : 1st shift
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