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Financial reporter • wilhelmsdorf

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Merrill Financial Solutions Advisor - Oregon & SW Washington Market

Merrill Financial Solutions Advisor - Oregon & SW Washington Market

Bank of AmericaSalem
Vollzeit
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Financial Controller (m / w / d)

Financial Controller (m / w / d)

DIS AGRavensburg, Baden-Württemberg, Deutschland
Willkommen in der Welt des Finanzmanagements!.Sie eine Schlüsselrolle in der Überwachung und Steuerung der finanziellen Prozesse. Wir suchen einen engagierten und analytisch denkenden Profi, der ber...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
German-Speaking Content Review Analyst in Lisbon (With Relocation Package)

German-Speaking Content Review Analyst in Lisbon (With Relocation Package)

Cross Border TalentsBaden-Württemberg, Germany
Vollzeit
Quick Apply
Your skills and dedication will be.Financial support for your daily expenses.Start Your Journey in Content Moderation Today!.Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Product Engineer for Financial Products Subledger - SAP FPSL (f / m / d)

Product Engineer for Financial Products Subledger - SAP FPSL (f / m / d)

SAP FioneerBaden-Württemberg, Germany
Do you want to be part of a new, fast-growing global company delivering the next generation of software solutions for the financial services industry?. As a spin-off from SAP (a market leader in ent...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Kaufmännische Leitung (m / w / d)

Kaufmännische Leitung (m / w / d)

serviceline Personal-Management GmbH & Co. KG - BerlinTempelhof, Baden-Württemberg, DE
Kaufmännische Leitung (m / w / d) Standort : Tempelhof Arbeitszeit : 40 - 40 Stunden pro Woche WISSENSWERT Unser Mandat ist ein sehr großes und bekanntes Bauunternehmen. Hier werden neue Verkehrswege- Str...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Relationship Banker , Salem , NH

Relationship Banker , Salem , NH

SantanderSalem
Vollzeit
Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
  • Gesponsert
Pflichtpraktikant / Praktikant (m / w / d) Venture Capital / Private Equity

Pflichtpraktikant / Praktikant (m / w / d) Venture Capital / Private Equity

Schulz Group GmbHRavensburg, Baden-Württemberg, DE
Spezialist rund um die Entwicklung innovativer Hard- und Softwarelösungen für Embedded Systems.Ausgehend von den vielseitigen Anforderungen, die das Umfeld der Industrie 4. Pflichtpraktikant / Praktik...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
  • Gesponsert
Sachbearbeiter Buchhaltung (m / w / d)

Sachbearbeiter Buchhaltung (m / w / d)

persona service AG & Co. KG Niederlassung RavensburgRavensburg, Baden-Württemberg, DE
26,00 €–28,00 € stündlich
Du suchst einen Job, der sich wie selbstverständlich Deiner Lebensplanung und Deinem Alltag anpasst? Dann bist Du bei uns goldrichtig, denn wir machen Deine Wünsche wahr! Wir setzen auf Flexibilitä...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Global Business Process Specialist - General Accounting

Global Business Process Specialist - General Accounting

RocheWurttemberg, Germany
Vollzeit
We are looking for you to join Roche and our Roche Services & Solutions Center in Budapest!.Roche is a global healthcare company -. Basel, Switzerland, offering exceptional career paths and great be...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
  • Gesponsert
  • Neu!
Full Professorship (W 3) for Forest History and Sustainable Development

Full Professorship (W 3) for Forest History and Sustainable Development

Albert-Ludwigs-Universität FreiburgNot Specified, Baden-Württemberg, Germany
The Faculty of Environment and Natural Resources invites applications for a Full Professorship (W 3) for Forest History and Sustainable Development in the Department of Forest Sciences.October 2025...Mehr anzeigenZuletzt aktualisiert: vor 20 Stunden
Senior Site Environmental Advisor

Senior Site Environmental Advisor

Fluor CorporationHeide, Baden-Württemberg , Germany
Fluor GmbH is the German subsidiary of Fluor Corporation (USA) with office locations in Mannheim, Berlin and Ratingen.As an engineering services company with around 100 employees (30 000 around the...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Contract Monitor Residency

Contract Monitor Residency

Commonwealth of VirginiaSalem
Are you looking for the opportunity to build a career in highway maintenance and construction? VDOT's Salem Residency is seeking a highly skilled and motivated individual with strong highway mainte...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Werkstudent Projektmanagement - Financial Services (w / m / d)

Werkstudent Projektmanagement - Financial Services (w / m / d)

Bechtle Financial Services AGMobiles Arbeiten, Baden-Württemberg, DE
Homeoffice
In deiner Mission blühst du auf, denn : .Bei uns tauscht du Theorie gegen Praxis und bekommst die Gelegenheit, deine ersten Schritte im Berufsleben im Bereich Projektmanangement zu absolvieren.Sammle...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Junior-Berater / Trainee Financial Consultant bzw. Absolvent (m / w / d)

Junior-Berater / Trainee Financial Consultant bzw. Absolvent (m / w / d)

APC ConsultRavensburg, Baden-Württemberg, Germany
Quick Apply
Für Ihren Berufseinstieg suchen wir gemeinsam mit Ihnen das passende Unternehmen, in dem Sie Ihr Potential ausschöpfen und sich weiterentwickeln können. Profitieren Sie von den Möglichkeiten eines f...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Financial Controller (m / w / d)

Financial Controller (m / w / d)

Bertelsmann SE & Co. KGaAGermany multi-location, BW, DE
Vollzeit) Schließe dich unserem Team an unseren Standorten in Baden-Baden oder Verl an – flexible Arbeitsbedingungen verfügbar. Als Teil des Teams Financial Controlling & Reporting wird dein Aufgabe...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
Procurement Program Manager (m / f / d)

Procurement Program Manager (m / f / d)

HaysBaden-Wurttemberg
Procurement Program Manager (m / f / d).Permanent employment with our customer Baden-Wurttemberg Start date : asap Reference number : 760870 / 1. Diesen Job teilen oder drucken.At our client's company, you’...Mehr anzeigenZuletzt aktualisiert: vor über 30 Tagen
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Merrill Financial Solutions Advisor - Oregon & SW Washington Market

Merrill Financial Solutions Advisor - Oregon & SW Washington Market

Bank of AmericaSalem
Vor 30+ Tagen
Anstellungsart
  • Vollzeit
Stellenbeschreibung

Description

This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is 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. Since this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination.

Responsibilities :

  • Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
  • Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
  • Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
  • Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
  • Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
  • Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds

The Advisor Development Program (ADP) Journey :

During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.

We’ll help you :

  • Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!
  • Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
  • Deliver advice through client reviews / presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
  • Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.
  • As a Merrill FSA, you can look forward to :

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential Opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars
  • We’re a culture that :

  • Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
  • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
  • Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
  • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
  • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
  • Required Qualifications :

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Two years' 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
  • Self-starter who efficiently manages time and capacity
  • Sets and accomplishes goals, achieving whatever you put your mind to
  • Builds and nurtures strong relationships
  • Collaborates effectively with others to get things done
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
  • Likes to learn, adapts to new information and seeks the right solutions for clients
  • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
  • Desired Qualifications :

  • Proven ability to partner and promote lead generation
  • Experience balancing investment management, sales activities, and new client development
  • Strong computer skills and the ability to multitask in a demanding environment
  • Bachelor's degree, preferably in business-related field
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC)
  • Obtained insurance licenses ​
  • Skills :

  • Account Management
  • Client Investments Management
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Advisory
  • Business Development
  • Fraud Management
  • Pipeline Management
  • Portfolio Management
  • Client Experience Branding
  • Issue Management
  • Prospecting
  • Referral Identification
  • Sales Performance Management
  • Shift :

    1st shift (United States of America)

    Hours Per Week :