Financial Solutions Advisor
4 weeks 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 help clients pursue their financial goals through personalized advice and guidance.
We believe in building long-term relationships with our clients, based on trust, transparency, and a deep understanding of their financial needs. Our financial advisors work closely with clients to develop tailored investment strategies that align with their goals and risk tolerance.
Key Responsibilities:- Develop and maintain relationships with high-net worth clients, identifying their financial goals and developing investment recommendations that align with those goals.
- Leverage technology to achieve business growth goals, including profiling activities to determine a client's investor profile and financial resource objectives.
- Build a sustainable book of business, providing opportunities for advisors to pursue a career within the bank.
- Provide tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
- Currently holds Series 7 & 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
As a Merrill Financial Solutions Advisor, you can look forward to a strong referral network from across the business, ongoing professional development, and potential opportunities for professional growth and leadership.
We are committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe in diversity and inclusion, and we strive to create an environment where all employees have the opportunity to achieve their goals.
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