Investor Service Advisor

Department Description: Merrill Lynch  Merrill Lynch is one of the world’s leading wealth management, capital markets and advisory companies, with offices on six continents.  We are a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serve as a strategic advisor to corporations, governments, institutions and individuals worldwide.  Global Wealth Management (GWM)Global Wealth Management (GWM) provides advice-based wealth management services and products to individual clients and businesses. The GWM business model is based on our network of more than 15,000 financial advisors (FAs) in nearly 700 offices around the world and the one-to-one relationships they develop with their clients. Every aspect of a client's financial life is considered, enabling financial advisors to become essential partners to their clients and provide customized financial planning and wealth management advice, products and services. GWM serves the myriad needs of high-net-worth individuals and small- and mid-sized business owners. Nearly two-thirds of assets under management come from relationships with clients who have investable assets of $1 million or more. We also serve thousands of individuals through employee retirement plans.Brief Description: As an Investor Service Advisor (ISA), this person will play a key role in the Financial Advisory Center’s (FAC) growth strategy.  They will deliver superior advice and guidance to our clients by listening to their goals and objectives. The ISA will provide investment, savings, and liability management solutions to help develop financial strategies though the utilization of our Quick Goal Assessment Analysis.  Their responsibilities will also include building our client base through our institutional relationships by educating prospects on their retirement and investment options by positioning the value of the Total MerrillSM offer.Job Responsibilities: Specific responsibilities include, but are not limited to:  Maintain a high level of personal integrity and comply with the Guidelines for Business Conduct as stated by Merrill Lynch. Strong ability to consolidate assets from our existing client base as well as prospective Merrill Lynch clients Knowledge of investments and financial markets with ability to apply key principles appropriately to the individual client's investment needs Ability to cross sell Merrill Lynch products and services where appropriate Have a passion for excellence, customer service, process efficiency and time management. The successful ISA will consistently identify client opportunities and follow through on these opportunities to best serve clients. Qualifications:Series 7/66 required  Comfort with Internet technology and good personal computer skills Passion for excellence and willingness to work to exceed client expectation   Appropriately apply FAC Investment Process Principles  Capable of effectively operating in a team oriented and highly collaborative environment Extraordinary interpersonal skills, a strong team orientation and resilience  Bachelor's degree in a business related discipline is strongly preferred Fast-learner able to grasp complex technical material quicklyMerrill Lynch is an Equal Opportunity EmployerThe Firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.    Please register and apply using this link : Merrill Lynch Careers Company Description: Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies, with offices in 38 countries and territories and total client assets of almost $2.0 trillion.Merrill Lynch offers a broad range of services to private clients, small businesses, and institutions and corporations, organizing its activities into two interrelated business segments - Global Markets & Investment Banking and Global Wealth Management, which is comprised of Global Private Client and Global Investment Management. As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide.Merrill Lynch owns approximately half of BlackRock, one of the world's largest publicly traded investment management companies, with more than $1 trillion in assets under management.We're growing our business by helping clients grow theirs.Our client relationships are among our greatest competitive assets. We deepen and enrich these relationships through disciplined growth, innovation, and seamless execution.