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Investment Advisory Specialist

Company: Disability Solutions
Location: Pennington
Posted on: May 13, 2024

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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