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Bank of America
, NJ, United States
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 Finan
Job Source: Bank of AmericaBank of America
Pennington, NJ, United States
Investment Advisory Specialist Pennington, New Jersey **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 Invest
Job Source: Bank of AmericaLincoln Financial Group
Trenton
**Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania) **Work Arrangement:** Remote : Work at home employee residing outside of a commutable distance to an office location. **Relocation assistance:** is not available for this opportunity. **Requisition #:**
Job Source: Lincoln Financial GroupSyneos Health/ inVentiv Health Commercial LLC
Somerset, NJ, United States
Description The Implementation Specialist has overall responsibility for the end-to-end management of the implementation process and key deliverables for clients. They develop and negotiate the implementation plan and monitor progress against timeline due dates. Will interact directly with clients, subcontractors and other internal or external bus
Job Source: Syneos Health/ inVentiv Health Commercial LLCSyneos Health/ inVentiv Health Commercial LLC
, NJ, United States
Description The Implementation Specialist has overall responsibility for the end-to-end management of the implementation process and key deliverables for clients. They develop and negotiate the implementation plan and monitor progress against timeline due dates. Will interact directly with clients, subcontractors and other internal or external bus
Job Source: Syneos Health/ inVentiv Health Commercial LLCSyneos Health
, NJ, United States
Updated: May 2, 2024 Location: Somerset, NJ, United States Job ID: 2860-OTHLOC-CrbwYfwQ The Implementation Specialist has overall responsibility for the end-to-end management of the implementation process and key deliverables for clients. They develop and negotiate the implementation plan and monitor progress against timeline due dates. Will inte
Job Source: Syneos HealthBank of America
Pennington, NJ, United States
Product Specialist – ISG Managed Investments Pennington, New Jersey;Jersey City, New Jersey Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and s
Job Source: Bank of AmericaBank of America
Pennington, NJ, United States
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to
Job Source: Bank of AmericaPennington, NJ, United States
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 constructsuitable 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 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
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Email Alert for Investment Advisory Specialist jobs in Pennington, NJ, United States
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