IT - Projektleiter für MS Dynamics NAV und kaufmännische Systeme bei regiocom in Magdeburg. Verantwortung für kaufmännische Projekte und Optimierung von Prozessen mit externen Dienstleistern.
About the role
- Financial Advisor developing relationships and providing guidance for high-net worth clients in Houston. Collaborating and learning from experienced financial advisor teams to enhance client solutions.
Responsibilities
- Working with high-net worth individuals identifying needs
- Developing relationships and reviewing financial goals
- Delivering comprehensive recommendations that align with client goals
- Collaborating with and being mentored by Merrill Financial Advisor Teams
- Developing a book of business to meet and exceed established performance hurdles
- Sourcing prospective clients and capitalizing on referrals
- Recommending investment products and services based on clients' objectives
- Organizing and managing resources to run a productive practice
- 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
- Exceptional interpersonal and relationship building skills
- Proven ability to engage with and influence others
- 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
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Benefits
- Comprehensive wealth management and investment products and services
- World class training and on-boarding programs
- Coaching from award-winning Academy at Bank of America
- Opportunities to collaborate with core banking and investment partners
- Diversity and inclusion initiatives
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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