Wednesday , February 28 2024

BlackRock Recruitment – Wealth Solutions Specialist

Website BlackRock

Job Description:

BlackRock’s US Wealth Advisory (“USWA”) business manages the firm’s relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs, and sub-advisory relationships. USWAs mandate is to deliver One BlackRock to retail.

Job Responsibilities:

  • Thorough and comprehensive profiling to quickly and deeply understand clients needs
  • Advisor education on BlackRock’s robust digital platform providing them on demand access to a wealth of resources
  • Build and develop a client base of Advisors
  • Sales opportunity identification and execution
  • Build an efficient and thoughtful strategy to maximize engagement and influence
  • Embrace the firm’s commitment to the client experience and exceed client contact expectations
  • Embrace technology, data-driven targeted sales leads and the BlackRock selling system to execute virtual client engagements
  • Uncover client needs and deploy the appropriate products, solutions or resources
  • Demonstrate mastery of BlackRock’s products, solutions, thought leadership and digital platform
  • Identify and develop relationships with the largest and fastest growing advisors

Job Requirements:

  • Strong financial services background with knowledge of investment trends and advisor practices
  • Strong sales, partnership, and organizational skills, including profiling and resource deployment
  • Mastery of virtual engagement technology including Webex and Zoom
  • NASD Series 7 and 66 (or 63 & 65) required, willingness to obtain within first few months of employment if candidate does not hold both
  • Exceptional verbal and written communication skills

Qualification & Experience:

  • Bachelor’s degree required
  • CFP, CIMA or CFA preferred
  • Minimum 3+ years in asset management sales

Job Details:

Company: BlackRock

Vacancy Type: Full Time

Job Location: Atlanta, GA, US

Application Deadline: N/A

Apply Here

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