Merrill Lynch Team Financial Advisor Program (Business Management) - Cupertino, CA - Bank of America - San Jose, CA

Merrill Lynch Team Financial Advisor Program (Business Management) - Cupertino, CA - Bank of America - San Jose, CA -

Merrill Lynch Wealth Administration is a number one supplier of complete wealth management and funding services for people and companies. With 14,085 Financial Advisors and $2 trillion in shopper balances as of December 31, 2014, Merrill Lynch is among the many largest companies of our sort on the earth. Merrill Lynch Wealth Administration focuses on objectives-based mostly wealth management, together with planning for retirement, schooling, legacy, and different life objectives by way of funding and wealth management. We assist shoppers pursue the life they envision by means of a one-on-one relationship with a monetary advisor dedicated to their wants — an advisor with entry to the funding insights of Merrill Lynch and the banking comfort of Bank of America. Merrill Lynch Wealth Administration is a component of Bank of America Company. The Team Financial Advisor (TFA) position is a selected useful position aligned to a Financial Advisor (FA) staff for the aim of concentrating on a focused facet of the Team’s enterprise. The first focus of the TFA Enterprise Administration position is to make sure the FA group has an outlined marketing strategy together with group roles and obligations and to trace to the objectives within the plan. The TFA Enterprise Supervisor will personal, handle and monitor to the elements of the staff’s shopper segmentation and pricing mannequin. The TFA Enterprise Supervisor might want to apply future business developments and agency technique to the staff’s apply. Key Obligations Perceive all elements of an optimum apply and full the coaching and improvement wanted to organize for a profitable profession as a Financial Advisor Make sure the workforce has a Enterprise Plan in place that defines a transparent imaginative and prescient for the apply together with objectives and aims, staff roles and duties and processes for all of the Optimum Follow Mannequin Useful Roles Maintain common apply conferences to drive accountability to marketing strategy Monitor and monitor progress to objectives Handle and fund a longtime finances for apply bills Monitor and handle staff’s enterprise bills Guarantee group is utilizing shopper segmentation, pricing and profitability mannequin Leverage companions inside the agency to drive the general imaginative and prescient for the apply Consider staff apply utilizing the SWOT Evaluation Create skilled improvement plans for group members Might handle group “employees”(Funding Associates/Shopper Associates) Set up and keep relationships with the management group and inform them of any circumstances that require supervisory consideration/evaluation/approval per compliance tips and insurance policies Full required coaching, get hold of business licenses (Collection 7 & 66), grasp assessments, keep persevering with schooling necessities and meet minimal efficiency requirements Supply potential shoppers, capitalize on referrals and assess buyer wants Ship extremely custom-made options and thru collaboration ship the complete assets of Bank of America Merrill Lynch This place could also be topic to SAFE Act registration necessities. Pursuant to the SAFE Act necessities, all staff engaged in residential mortgage mortgage originations should register with the federal registry system and stay in good standing. In case your place requires SAFE Act registration, you’ll be required to register and to undergo the required SAFE Act background verify and registration course of. Failure to acquire and/or keep SAFE Act registration might end in your fast termination. Authorized authorization to work within the US now and sooner or later with out sponsorship is required. Qualifications: Confirmed capability to affect, develop and encourage others Confirmed capacity to assume strategically Robust assembly facilitation expertise Confirmed capacity to evaluate wants of shoppers and advocate applicable options/interventions Confirmed means to work collaboratively on a staff and with key companions Confirmed means to pay attention and probe for readability and understanding Capacity to supply shoppers via prospecting and networking Capability to work in an setting the place the bulk of your compensation is tied to your efficiency Aim and outcomes oriented Efficient communication expertise (written and verbal) Robust comply with-via expertise Pc/technical literacy and proficiency in Microsoft Phrase, PowerPoint, Excel NOTE: Along with Enterprise Administration, this place could also be thought-about for each the Planning and Funding and Financing roles Best candidate could have: At minimal a Bachelors Diploma Masters of Enterprise Administration Diploma and/or equal enterprise expertise Expertise working in enterprise management / management position Proficiency in utilizing SalesForce / Shopper Relationship Supervisor Software Price range management expertise Robust understanding of the Financial Advisor position

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Bank of America Company is a bank holding firm. Via its banking subsidiaries (the Banks) and numerous non-banking subsidiaries…

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