Financial Solutions Advisor
1 week ago
We are Disability Solutions, a leading provider of financial services. Our mission is to help individuals achieve their financial goals and improve their lives through responsible growth.
We strive to create a diverse and inclusive workplace that values our teammates' contributions. We invest in their growth and well-being, offering competitive benefits to support their physical, emotional, and financial health.
We believe in the importance of teamwork and flexibility. Our approach to work-life balance allows employees to thrive in their roles while enjoying a healthy work environment.
In this role, you will have the opportunity to learn, grow, and make a genuine impact on our business and the communities we serve.
Job Description
This position is a bridge between banking and brokerage, requiring a general awareness of core banking and investment solutions. As a Financial Solutions Advisor Stage I, your primary responsibilities include:
- Providing comprehensive advice and customized solutions to clients, helping them achieve their financial goals.
- Conducting client reviews/presentations, including a review of investment goals and recommended products such as stocks, bonds, mutual funds, banking, and managed money solutions.
- Engaging with customers in the lobby, sharing value propositions, and making referrals to appropriate internal service providers based on client needs and asset thresholds.
- Participating in ongoing training and interaction with the Merrill Lynch Wealth Management Complex.
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