Investment Advisory Specialist

Investment Advisory Specialist page is loaded
Investment Advisory Specialist
Apply
locations
Pennington
time type
Full time
posted on
Posted 2 Days Ago
job requisition id
24005550
Job Description: The Merrill Lynch Investment Advisory Program (IAP) combines the advice and guidance of an Advisor with investment solutions backed by the research and insights of Merrill Lynch in a single fiduciary program designed to help clients pursue meaningful outcomes.
The Investment Advisory Specialist provides advice and guidance to Financial Advisors, and Advisory Leadership to help identify and
construct suitable
IAP (strategies) for clients.
Responsibilities include (but are not limited to) the following:
Proactively supporting advisors in their respective markets to drive IAP growth through in person, virtual and phone interactions. They should think independently, develop, and execute strategies to achieve their growth goals for their respective territories. Also, they should partner with local market leadership to develop IAP sales strategies.
Sharing advice and guidance informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practice centered on investment advisory business.
The role requires one week of travel per month and the remainder of the month will be based in Hopewell, NJ.
Partnership with their coverage team potentially consisting of an internal partner and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.
Specialists are expected to record all their relevant activities in Salesforce.com, a client relationship management tool, in order to provide the data necessary to manage activity from a metrics driven perspective.
Required skills:
5 years sales experienceBachelor’s degree required5+ years’ experience in financial services industry preferredSeries 7 and 63/65 or 66 requiredKnowledge of professionally managed investment products and/or investment advisory business preferredAbility to work under pressure, meet deadlines and meet clearly defined measurementsStrong communication, interaction and presentation skills requiredWilling to travel on a monthly basis to meet with advisors in personSelf-motivated, adaptive, positive attitude and high energy are a mustMust display a passion for achieving aggressive goals in innovative and highly professional way Shift:1st shift (United States of America)Hours Per Week: 40
About Us
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.
Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.
Regardless of the position you are interested in, the starting points to building your resume are the same:
1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.2. Think about why you can do the job and make a list of your skills that are relative to the job.3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.4. Summarize your abilities, accomplishments and skills into a brief, concise document.
Considerations when writing a resume• Do be brief. Resumes should be 1-2 pages in length.• Do be upbeat and active in your wording.• Do emphasize what you have done clearly and concretely.• Do be neat and well organized.• Do have others proofread and critique your resume. Spell check. Make it error free.• Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible.• Don't be dishonest, always tell the truth about yourself in the most flattering light.• Don't include salary history or requirements.• Don't include references.• Don't include accomplishments that do not support your professional goals.•
Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) • Don't use italics, underlining, shadows or other fancy treatments.
Seven steps to a successful interview1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? Why do you think you have been invited to interview?2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available?3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. Consider which ones you should highlight.4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down.5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. Choose two or three questions to ask your interviewer. Avoid asking a lot of questions about vacation time or breaks.6. Practice – It may seem awkward, but it is the best way to come across well in an interview. Practice your own "great responses" with others or in front of a mirror until you appear relaxed and at ease.7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.
#J-18808-Ljbffr