Finance Manager at PayJoy helping underserved customers achieve financial stability. Supporting budgeting, forecasting, and analysis processes in a high - growth environment.
About the role
- Financial Advisor role focusing on building relationships with high-net worth clients. Collaborate with a team to provide comprehensive wealth management solutions aligning with client's financial goals.
Responsibilities
- Responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients.
- Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
- Developing a book of business in order to meet and exceed established performance hurdles.
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences.
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning.
- Organizing and managing resources (time, people, budget) to run a productive practice.
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client.
- Completing mandated training, assessments, performance goals and continuing education requirements.
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Benefits
- world class training and on-boarding programs that set you up for success.
- training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
- collaboration with core banking and investment partners.
- connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Job title
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