Merrill Financial Solutions Advisor
3 weeks ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Key Responsibilities- Leverage technology to achieve business growth goals
- Profile activities to determine a client's investor profile and financial resource objectives
- Build a sustainable book of business and provide opportunities for advisors to pursue a career within the bank
- Currently holds FINRA Securities Industry Essentials (SIE)
- 4 years of progressive professional and/or military experience
- Ability to obtain Series 7 and 66 licenses within allotted program time
- Account Management
- Client Investments Management
- Client Management
- Client Solutions Advisory
- Relationship Building
- Advisory
- Business Development
- Fraud Management
- Pipeline Management
- Portfolio Management
- Client Experience Branding
- Issue Management
- Prospecting
- Referral Identification
- Sales Performance Management
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