Investment Advisory Specialist

Merrill

4

(5)

Pennington, NJ

Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.
  • #JR-24005550

    Position summary

    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 experience

    Bachelor's degree required

    5+ years' experience in financial services industry preferred

    Series 7 and 63/65 or 66 required

    Knowledge of professionally managed investment products and/or investment advisory business preferred

    Ability to work under pressure, meet deadlines and meet clearly defined measurements

    Strong communication, interaction and presentation skills required

    Willing to travel on a monthly basis to meet with advisors in person

    Self-motivated, adaptive, positive attitude and high energy are a must

    Must display a passion for achieving aggressive goals in innovative and highly professional way

    Shift:
    1st shift (United States of America)

    Hours Per Week:
    40

    Why you should apply for a job to Merrill:

  • 4/5 in overall job satisfaction
  • 4.6/5 in supportive management
  • 80% say women are treated fairly and equally to men
  • 80% would recommend this company to other women
  • 60% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • After working one year, employees can take up to 16 weeks of paid maternity, paternity, and adoption leave.
  • Life Event Services team provides resources and benefits for life events like retirement; loss of a loved one; or gender transition.
  • Employee Financial Services offers U.S. employees financial education and special access to financial products, services and expertise.