Merrill Financial Solutions Advisor
16 hours 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 identifying client needs, developing relationships, and providing tailored investment advice to help clients achieve their objectives.
Key Responsibilities- Provide personalized advice to clients through reviews and presentations, assessing their financial goals and recommending investment strategies.
- Communicate solutions to clients that meet their financial needs, such as core banking, investment, and life priority solutions.
- Partner with financial advisor teams to build their network, sharing market developments and discussing new products to promote portfolio growth.
- Understand and access the full breadth of resources across the bank to benefit clients or prospects.
- Develop and grow a book of business to meet and exceed pre-defined financial targets.
As a Merrill Financial Solutions Advisor, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and advance your career within the bank. We offer a comprehensive training program, ongoing professional development, and a supportive team environment.
Requirements- 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.
- Proven ability to partner and promote lead generation.
- Experience balancing investment management, sales activities, and new client development.
- Strong computer skills and the ability to multitask in a demanding environment.
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