Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Merrill Lynch Financial Advisor Planning Development Program

Expired Job

Bank Of America Corporation Bayside , NY 11359

Posted 2 months ago

Job Description:

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch 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 Lynch's financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes from transparency. Our trusted financial advisors are equipped with access to the investment insights of Merrill Lynch coupled with the banking convenience of Bank of America.

Merrill Lynch Wealth Management is part of Bank of America Corporation.

The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for the purpose of concentrating on a targeted aspect of the Team's business. The primary focus of the TFA Planner role is to deliver a full range of goals-based planning & financial solutions to their FA Team's clients. The TFA Planner will own and manage the planning components of the team's client service model.

Key Responsibilities

  • Understand all aspects of an optimal practice and complete the training and development needed to prepare for a successful career as a Financial Advisor

  • Build and maintain a clear process for adding to and updating client profile information in Salesforce after regular client reviews

  • Consistently make adjustments to analytics, portfolio, balance sheet, net worth statement and recommendations based on new or relevant information

  • Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs

  • Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies

  • Maintain a full understanding of ML online capabilities

  • Possess a working knowledge of financial planning wealth management tools

  • Possess niche-related knowledge and remain current on industry rules and relevant regulations including future standards that may be mandated

  • Use relevant knowledge and content to educate other Financial Advisors on strategies

  • Manage the team's client profiling process by leveraging all Firm resources

  • Deliver holistic goals-based financial solutions to clients

  • Prepare and present detailed customized client reports including metrics on progress to goals, especially during client reviews

  • Fulfill continuing education requirements to maintain designation(s)

  • Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies

  • Complete required training, obtain industry licenses (Series 7 & 66), master assessments, maintain continuing education requirements and meets minimum performance standards

  • Source prospective clients and capitalize on referrals

  • Deliver customized solutions and through collaboration deliver the full resources of Bank of America Merrill Lynch

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. Legal authorization to work in the US now and in the future without sponsorship is required.


  • Strong analytical skills

  • Proven ability to identify clients optimal risk profiles, goals, objectives and appropriate asset allocation

  • Proven ability to assess needs of clients 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

  • Ability to source clients through prospecting and networking

  • Ability to work in an environment where the majority of your compensation is tied to your performance

  • Goal and results oriented

  • Highly effective communication skills (written and verbal)

  • Proven ability to engage with and influence others

  • Solid follow-through skills

  • Strong computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

NOTE: In addition to Planning, this position may be considered for both the Business Management and the Investment and Financing roles

Ideal candidate will have:

  • At minimum a Bachelors Degree

  • Credentialed with planning designations (s) CFP or CHFC The TFA curriculum assists candidates prepare for and earn the CFP designation

  • Experience working with clients on planning-related needs

  • Proficiency in using SalesForce / Client Relationship Manager Tool

  • Strong understanding of the Financial Advisor role

Posting Date: 09/24/2018

Location: Bayside, NY, BRIARWOOD PLAZA, 3635 BELL BLVD, Great Neck, NY, MERRILL LYNCH, 1010 NORTHERN BLVD, - United States

Travel: Yes, 5% of the time

Full / Part-time: Full time

Hours Per Week: 37.5

Shift: 1st shift

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Special Education Itinerant Teacher (Seit)

St. Mary's Healthcare System For Children

Posted 1 week ago

VIEW JOBS 11/9/2018 12:00:00 AM 2019-02-07T00:00 St. Mary's Hospital for Children and the Early Education Program is currently seeking a Special Education Itinerant Teacher (SEIT) who will plan and provide developmentally appropriate education programs and activities that support the optimal growth and development of each child. ? The qualified candidate will work collaboratively with interdisciplinary team members, children and parents, while supporting the Hospital's mission to provide the highest quality care by complying with regulatory guidelines, meeting agency standards, and obtaining appropriate certification.? ESSENTIAL DUTIES * Provides special education services to preschool children in their homes, and/or other community or preschool settings. * Plans and implements activities and interventions that meet the educational goals for the child as described in the child?s IEP. * Serves as case manager for child, including liaison with all disciplines, communicates with family and team members, as well as with the Director of Early Education. * Develops and implements system documentation necessary to maintain accountability?and compliance with the C.P.S.E, S.E.D., Bureau of Day Care; and all other relevant?regulatory agencies with oversight to the Early Education program ? ? ? ? ? ? ? ? ? ? ? ? * Completes session notes, Quarterlies, Annual Progress Reports, as required by the DOE?and SED. ? ? ? ? ? ? ? * Participates in all CPSE, Turning 5, and Parent-Teacher conferences, as determined by?CPSE Administrator, the child?s school program, and/or the Director of Early Education. * Coordinates team meetings and paperwork from related service providers. * Meets regularly with Director of Early Education to review progress of child. NONESSENTIAL DUTIES * Maintains personal and professional credentials, including certifications, Health and?Safety documentation, on-going trainings and professional development activities. St. Mary's Healthcare System For Children Bayside NY

Merrill Lynch Financial Advisor Planning Development Program

Expired Job

Bank Of America Corporation