Investment Advisory Specialist
Company: Disability Solutions
Location: Pennington
Posted on: April 28, 2024
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Job Description:
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 wayShift:1st
shift (United States of America)Hours Per Week: 40
Keywords: Disability Solutions, Trenton , Investment Advisory Specialist, Other , Pennington, New Jersey
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