The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for the purpose of concentrating on a targeted aspect of the Teams business. The primary focus of the TFA Planner role is to deliver a full range of goals-based planning & financial solutions to their FA Teams clients. The TFA Planner will own and manage the planning components of the teams client service model. Key Responsibilities Understand all aspects of an optimal practice and complete the training and development needed to prepare for a successful career as a Financial Advisor Build and maintain a clear process for adding to and updating client profile information in Sales force after regular client reviews Consistently make adjustments to analytics, portfolio, balance sheet, net worth statement and recommendations based on new or relevant information Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs Maintain a robust knowledge of the firms latest planning tools, techniques and strategies Maintain a full understanding of ML online capabilities Possess a working knowledge of financial planning wealth management tools Possess niche-related knowledge and remain current on industry rules and relevant regulations including future standards that may be mandated Use relevant knowledge and content to educate other Financial Advisors on strategies Manage the teams client profiling process by leveraging all Firm resources Deliver holistic goals-based financial solutions to clients Prepare and present detailed customized client reports including metrics on progress to goals, especially during client reviews Fulfill continuing education requirements to maintain designation(s) Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies Complete required training, obtain industry licenses (Series 7 & 66), master assessments, maintain continuing education requirements and meets minimum performance standards Source prospective clients and capitalize on referrals Deliver customized solutions and through collaboration deliver the full resources of Bank of America Merrill Lynch This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Legal authorization to work in the US now and in the future without sponsorship is required.
Posting Date: 08/09/2019
Location: Philadelphia, PA, FOUR PENN CENTER, 1600 JFK BLVD, Bala Cynwyd, PA, 2 BALA PLZ (PA9002), Yardley, PA, ONE LOWER MAKEFIELD CORP. CTR., 1040 STONY HILL RD, Exton, PA, 101 ARRANDALE BLVD (PA9101), Media, PA, 300 W STATE ST (PA9300), Blue Bell, PA, 470 NORRISTOWN RD (PA9470), Doylestown, PA, HYDE PARK CONDOMINIUM, 600 HYDE PARK, Wayne, PA, ONE DEVON SQUARE, 724 W LANCASTER AVE, Jenkintown, PA, 101 WEST AVE (PA9930), Conshohocken, PA, 300 Conshohocken State Rd (PA2125), Virginia Beach, VA, REFLECTION III, 208 GOLDEN OAK CT, Williamsburg, VA, 266 MCLAWS CIR (VA3266), Accomac, VA, 22477 CENTER PKWY (VA3477), Charlottesville, VA, 650 PETER JEFFERSON PKWY (VA3650), RICHMOND, VA, 901 E BYRD ST (VA3901), Newport News, VA, 11820 Fountain Way (VA3701), - United States
Travel: Yes, 5% of the time
Full / Part-time: Full time
Hours Per Week: 40
Shift: 1st shift
Associated topics: broker, call center, customer, guest, healthcare, inside sales, insurance agent, insurance sales agent, life insurance sales, sales position
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.