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BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers. Our business encompasses BNY Mellon's affiliated investment management firms, wealth management organization, and global distribution companies. Our goal is to build and deliver investment and wealth management strategies and solutions to meet our clients' needs. Drawing on deep expertise, we collaborate with our clients to tailor our best ideas and resources to meet their specific requirements. Through our global network we have developed a significant understanding of local requirements. We pride ourselves on providing dedicated service through our teams. With extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments planned giving programs, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management can help our clients reach their goals.
The Dreyfus Corporation, established in 1951 and headquartered in New York, is one of the nation's leading investment management and distribution companies, currently managing approximately $286 billion in mutual funds and separately managed accounts. As part of BNY Mellon Investment Management, Dreyfus provides unique access to its exclusive and diverse global network of world-class asset managers, delivering powerful investment insight and strategies, including equity, fixed income and money market mutual funds, separately managed accounts, retirement and cash management strategies and asset allocation solutions.
Reporting to the New Business Manager, the Financial Advisor will actively reach out to the firm's existing Dreyfus client base in order to expand relationships. The individual in this sales role will work directly with retail clients to provide investment advice and successfully onboard new clients.
The Financial Advisor will need to be energetic, self-motivated, and work well under time constraints. He or she must also possess a strong desire to work in an outbound sales environment and be driven by sales results. The individual in this role must have a strong analytical aptitude and demonstrate sound judgment in dealing with clientele. He or she must possess exceptional technical, verbal, and written communication skills.
- Develop, establish and maintain client relationships
- Complete outbound calls to existing client base in order to provide investment advice
- Develop relationships with the clients in order to increase wallet share
- Provide exceptional service to high net worth client base
- BA/BS Degree
- At least 2 years of business development experience in the financial services industry
- Must hold series 7 and 63 licenses
- Experience selling mutual funds and managed accounts
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.
Primary Location: United States-Florida-Boca Raton
Internal Jobcode: 30266
Job: Asset Management
Organization: North America Distribution-HR11430
Requisition Number: 1703006