Investment Advisory Professional

2 weeks ago


Honolulu, Hawaii, United States Disability Solutions Full time
About the Role

We are looking for a skilled Investment Advisory Professional to join our team at Disability Solutions. As a Merrill Financial Solutions Advisor, you will have the opportunity to work with high-net worth clients, identifying needs, developing relationships, and preparing investment recommendations that align with their goals.

Responsibilities
  • Provide tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
  • Communicate solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life PriorityTM solutions.
  • Partner with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth.

We offer a competitive salary range of $75,000 - $85,000 annualized, based on experience, education, and skill set. Our benefits package includes industry-leading benefits, paid time off, resources, and support to contribute to the sustainable growth of our business and the communities we serve.



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