Merrill Financial Advisor
7 days ago
We are seeking a highly skilled Merrill Financial Solutions Advisor to join our team at Disability Solutions. As a key member of our Elite Growth Practice, you will work closely with affluent and high net worth clients to provide tailored investment advice and guidance.
About the RoleThis is a challenging yet rewarding opportunity for an experienced financial professional to leverage their expertise and build strong relationships with our clients. Your primary responsibilities will include:
- Developing and implementing comprehensive investment strategies that align with each client's unique goals and objectives
- Providing exceptional customer service and ensuring timely responses to client inquiries
- Collaborating with other members of our team to achieve business growth and expand our client base
In this role, you will have access to a range of cutting-edge tools and resources, including market research and analysis, as well as training and development opportunities to enhance your skills and knowledge.
RequirementsTo be successful in this position, you will need to possess a combination of technical expertise and interpersonal skills. Key qualifications include:
- A Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least two years' experience working in the financial services industry or a sales environment where goals were met or exceeded
- Strong computer skills and the ability to multitask in a fast-paced environment
We offer a competitive salary range of $75,000-$85,000 per annum, based on experience, education, and skill set. You will also be eligible for incentives and bonuses as part of our formulaic incentive plan. Additionally, we provide a comprehensive benefits package, including paid time off, access to ongoing training and development opportunities, and the chance to work with a dynamic and supportive team.
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Elite Wealth Management Professional
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Florham Park, New Jersey, United States Disability Solutions Full timeAbout UsDisability Solutions is a leading provider of comprehensive wealth management and investment products and services. We are committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.Why Work with Us?We believe that diversity makes us stronger, and we strive to create an...
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Ridgefield Park, New Jersey, United States cesna Full timeJob OverviewCesna, a 30-year-old registered public accounting firm based in NJ, seeks an experienced Accountant to join their team.
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Senior Financial Advisor Position Available
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5 days ago
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