Financial Solutions Advisor
3 days ago
Job Summary:
Merrill Financial Solutions Advisors work with high-net worth clients in a Merrill branch, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
Key Responsibilities:
- Leverage technology to achieve business growth goals
- Profile activities to determine a client's investor profile and financial resource objectives
- Build a sustainable book of business and provide opportunities for advisors to pursue a career within the bank
Role Specifics:
This role is responsible for working with high-net worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
Advisor Development Program (ADP) Journey:
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor.
Benefits:
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Requirements:
- Currently holds FINRA Securities Industry Essentials (SIE)
- 4+ years of progressive professional and/or military experience
- Ability to obtain Series 7 and 66 licenses within allotted program time
Desired Qualifications:
- Experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Strong computer skills and the ability to multitask in a demanding environment
Skills:
- Account Management
- Client Investments Management
- Client Management
- Client Solutions Advisory
- Relationship Building
- Advisory
- Business Development
- Fraud Management
- Pipeline Management
- Portfolio Management
- Client Experience Branding
- Issue Management
- Prospecting
- Referral Identification
- Sales Performance Management
Shift: 1st shift (United States of America)
Hours Per Week: 40
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