Financial Solutions Advisor
3 weeks ago
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their life goals through personalized advice and guidance.
We believe in building strong relationships with our clients and providing them with the tools and resources they need to achieve their financial objectives. Our Financial Solutions Advisors work closely with clients to understand their needs and develop tailored investment strategies that align with their goals.
As a Financial Solutions Advisor, you will have the opportunity to work with high-net worth clients, identifying their needs and developing relationships to help them achieve their financial goals. You will also have access to a wide range of investment products and services, including banking and investment solutions.
Responsibilities:
- Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
- Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions
- Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
- Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
- Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
Requirements:
- 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
Benefits:
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employees performance against defined metrics.
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Language: English
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