Financial Solutions Advisor
5 days ago
Merrill Financial Solutions Advisors play a critical role in helping clients achieve their financial goals. As a key member of our team, you will work closely with high-net worth clients to identify their needs, develop relationships, and provide tailored investment recommendations.
Key Responsibilities- Develop and maintain strong relationships with clients to understand their financial goals and objectives.
- Conduct thorough financial analyses to identify areas for improvement and provide personalized investment recommendations.
- Work closely with clients to implement investment strategies and monitor progress towards their goals.
- Stay up-to-date on market trends and economic conditions to provide informed investment advice.
- Collaborate with other financial professionals to ensure seamless delivery of services to clients.
- Currently holds Series 7 & 65 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 will have the opportunity to work with a diverse range of clients and develop a deep understanding of their financial needs. You will also have access to a comprehensive training program and ongoing support to help you succeed in your role.
We are committed to creating a workplace that is inclusive and supportive of all employees. We believe that diversity and inclusion are essential to our success and strive to create a work environment that reflects the diversity of our clients and communities.
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Financial Services Professional
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Financial Services Professional
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