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 client associates help clients pursue their life goals through a personal relationship with their advisory team committed to their needs.
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. We empower our employees to bring their whole selves to work, valuing diversity in our thoughts, business, and within our employees and clients.
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
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
In this role, you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role.
Requirements:- 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
Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
We believe diversity makes us stronger so we can reflect, connect to, and meet the diverse needs of our clients around the world. We provide continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
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