Financial Solutions Advisor
4 weeks ago
Merrill Financial Solutions Advisors play a critical role in helping high-net worth clients achieve their financial goals. As a key member of our team, you will be responsible for working with clients to identify their needs, develop relationships, and provide tailored investment recommendations that align with their goals.
Key Responsibilities- Provide personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment strategies
- Communicate solutions to clients that are best suited for their financial needs, such as core banking and investment solutions
- Partner with financial advisor teams to build their network and promote portfolio growth
- Develop and grow a book of business to meet and exceed pre-defined financial targets
- Prioritize client requests and make introductions to internal service providers based on client needs and asset thresholds
The Merrill Financial Solutions Advisor role provides experienced advisors with the opportunity to pursue a career within Merrill Wealth Management. Through our Advisor Development Program, you will receive training and guidance to become a successful and independent financial advisor. You will have the opportunity to work with affluent and high-net worth clients, identifying needs, developing relationships, and preparing investment recommendations that align with their goals.
What We Offer- Get training and one-on-one mentorship from managers who are invested in your success
- Build connections to grow your network and business
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals and recommending investment strategies
- Learn about the full suite of financial solutions and connect clients to solutions that are in their best interest
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- 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
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
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