Financial Solutions Advisor
7 days ago
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.
Key Responsibilities- Work with high-net worth clients in a Merrill branch to identify their financial needs and develop relationships
- Review investment goals and prepare investment recommendations that align with clients' goals
- Leverage technology to achieve business growth goals and build a sustainable book of business
- Participate in ongoing training and development to deepen skills and optimize practice
- Currently holds FINRA Securities Industry Essentials (SIE) license
- 4+ years of progressive professional and/or military experience
- Ability to obtain Series 7 and 66 licenses within allotted program time
- Self-starter with strong time management and goal-setting skills
- Excellent communication and relationship-building skills
This role is eligible for a formulaic incentive plan and offers a competitive salary range of $70,000.00 - $80,000.00 hourly pay. Additionally, employees are eligible for industry-leading benefits, access to paid time off, and resources to support their career growth and development.
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