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Financial Solutions Advisor

1 month ago

New York, New York, United States Bank of America Full time
Merrill Financial Solutions Advisor

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals helps clients pursue their financial goals through personalized advice and guidance.

We believe in building long-term relationships with our clients, understanding their unique financial situations, and providing tailored solutions to meet their needs. Our financial solutions advisors work closely with clients to identify their financial goals, develop a comprehensive financial plan, and implement investment strategies to help them achieve their objectives.

Key Responsibilities:
  • Provide personalized financial advice and guidance to clients
  • Develop and implement comprehensive financial plans to meet client goals
  • Recommend investment strategies and products to help clients achieve their financial objectives
  • Build and maintain strong relationships with clients to understand their financial needs and provide ongoing support
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients
Requirements:
  • Currently holds Series 7 & 65 licenses
  • Two years' experience working in the financial service industry and/or a sales environment
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Self-starter who efficiently manages time and capacity
  • Strong communication and interpersonal skills
Benefits:
  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment