Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market
Houston, Texas, United States · On-site
Entry level$3.6B raised
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning
Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market
Houston, Texas, United States · On-site
Entry level$3.6B raised
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning
Enterprise Payments Sales Specialist – Financial Services & Retail This role has been designed as 'Hybrid' with a requirement that you will work on average 2 days per week from an HPE office. Who We Are: Hewlett Packard …
[solidcore] is looking for an energetic, outgoing, and personable individual to join our Core Crew team, providing front desk, administrative, and sales support to the Head Coach & Community Manager. This role is part ti…
Travel Sales Consultant | Average Earnings $70,000-$90,000+ | Travel Required | Uncapped Commission Top Performers Thrive Here If you're a driven sales professional who loves to travel, enjoys building relationships, hel…
Skills: Consultative Sales, Relationship Building, Customer Needs Analysis, Lead Follow-up, Business Management
Store 2742237: 14209 Wallisville Rd, Houston, Texas 77049 Shift AvailabilityFlexible (Days, Evenings, Overnights + Weekends) Time Type Part time Customer Service Representative We want you to join our team as a Customer …
Skills: Customer Service, Cashiering, Sales, Communication, Problem Solving
Job Description: EXFO provides intelligent network test, monitoring, and analytics solutions for the global communications industry. Fixed and mobile network operators, hyperscalers, fiber network constructors, and netwo…
Territory Business Manager - Allergy Infant Formula - West Houston, TX
Houston, Texas, United States · On-site
$81k–$121k/yr
Mid level$1.9B raised
We are Reckitt Home to the world's best loved and trusted hygiene, health, and nutrition brands. Our purpose defines why we exist: to protect, heal and nurture in the relentless pursuit of a cleaner, healthier world. We …
Skills: Data Analysis, Clinical Data Interpretation, Stakeholder Relationship Management, Customer Relationship Management, Key Account Management
Service & Field Support Specialist - Mechanical Seals
Houston, Texas, United States · On-site
Mid level
Working at Freudenberg: We will wow your world! Responsibilities: Analyzes technical information for the purpose of providing adequate solutions to the client’s sealing needs Makes recommendations for seal types, materia…
Your Opportunity Assistant Store Manager (Bilingual) TitleMaxHouston, TX As an Assistant Store Manager (ASM), you’ll support our customers through real financial needs while gaining hands-on experience running a store. Y…
Community: Heights at 1520 Apartments Number of Units: 380 About Fairfield If you're driven and looking for a collaborative workplace that makes a difference, you just might be a fit for Fairfield! We are a leader in the…
Skills: Property Management, Yardi, Financial Reporting, Leasing, Customer Service
Executive Director, Wealth Strategies Group - Wirehouse & Independent Broker-Dealers, South Region
Dallas, Texas, United States · On-site
$125k–$300k/yr
Senior+
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 50 years of history, a presence in 26 countries, and a total of …
Job DetailsJob Location: Houston, TX 77035Job Category: WarehouseJob purpose Perform all aspects of tasks associated with inside sales of products and services that meet the requirements of WPI customers. Duties and resp…
Skills: Inside Sales, Customer Service, Training and Leadership, Inventory Control, Sales Forecasting
Company: Compassus Position Summary The Hospice Care Consultant (HCC) is responsible for modeling the Compassus values of Compassion, Integrity, Excellence, Teamwork, and Innovation and for promoting the Compassus philos…
The Parts Specialist will provide all retail and installer customers with a high level of service. This position will also support store management in the accomplishment of assigned tasks. Bilingual candidates encourage…
Overview Territory Manager/Business Development Specialist Location: REMOTE in/around Houston If you are a highly motivated sales professional with a desire to change lives, then Acadia Healthcare is the ideal opportunit…
Skills: Consultative Selling, Business Development, CRM Records Management, Cold Calling, Outbound Sales
Full Time - Sales Associate - Electrical & Lighting - Closing
Houston, Texas, United States · On-site
Entry level$22B raised
Your Impact at Lowe's As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent role for…
Marshalls At TJX Companies, every day brings new opportunities for growth, exploration, and achievement. You’ll be part of our vibrant team that embraces diversity, fosters collaboration, and prioritizes your development…
Community: Heights at 1520 Apartments Number of Units: 380 About Fairfield If you're driven and looking for a collaborative workplace that makes a difference, you just might be a fit for Fairfield! We are a leader in the…
We are seeking a detail-oriented and experienced Hotel Sales Coordinator to support our sales team in achieving revenue goals and delivering outstanding guest experiences. The Sales Coordinator will be responsible for ma…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Posted 16d ago
~40 hrs/week
Responsibilities
The role involves identifying the needs of high-net-worth individuals and delivering comprehensive financial recommendations to align with their goals. Responsibilities include developing a book of business through prospecting, managing client portfolios, and collaborating with internal specialists.
Requirements
Candidates must hold Series 7 and 66 (or 63 & 65) licenses and have at least one year of experience in financial services or a goal-driven sales environment. A bachelor's degree and proficiency in Microsoft Office are desired.
Full job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Role Specifics:
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
The Merrill Advisor Development Program- Financial Advisor engages in:
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements
We’ll help you:
Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Responsibilities:
Handles inbound inquiries from leads regarding Merrill offerings
Positions the extensive capabilities of Merrill and Bank of America
Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
Documents all client interactions and opportunities within Salesforce accurately
Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
Proven ability to engage with and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
Proven ability to assess needs and recommend appropriate solutions/interventions
Proven ability to work collaboratively on a team and with key partners
Proven ability to listen and probe for clarity and understanding
Goal and results oriented
Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
Ability to work in an environment where the majority of your compensation is tied to your performance
Strong follow-through skills
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Desired Qualifications:
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Skills:
Business Acumen
Business Development
Oral Communications
Prospecting
Wealth Planning
Analytical Thinking
Client Experience Branding
Client Investments Management
Portfolio Analysis
Risk Management
Active Listening
Client Solutions Advisory
Emotional Intelligence
Referral Management
Trading
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 your immediate termination.
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr.
For account issues, please visit: https://bit.ly/2GeTIeP.
Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How many Sales jobs are open in Houston, TX right now?
There are currently 3,336 open sales positions in Houston, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Houston, TX?
Companies currently hiring include AutoZone, Advance Auto Parts, O'Reilly Auto Parts, T-Mobile, Macy's, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Houston, TX?
Yes — 598 of the 3336 open sales positions offer remote or hybrid work (288 remote, 310 hybrid).
How do I apply for Sales jobs in Houston, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.