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Financial Advisor

2 weeks ago


Los Angeles, California, United States Disability Solutions Full time
Company Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our mission is to help clients pursue their life goals through personalized investment advice and guidance.

Job Description

This role is responsible for working with high-net worth clients to identify their financial needs, develop relationships, review investment goals, and prepare investment recommendations that align with their objectives. As a Merrill Financial Solutions Advisor, you will have the opportunity to work with both affluent and high net worth clients, leveraging technology to achieve business growth goals and delivering tailored advice through client reviews/presentations.

Responsibilities
  1. Provides personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment strategies
  2. Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment & Life PriorityTM solutions
  3. Partners 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