Financial Solutions Expert

1 week ago


Westlake Village, California, United States Disability Solutions Full time
About the Role
As a Merrill Financial Solutions Advisor, you will be responsible for working with high-net worth clients to identify their needs and develop personalized investment strategies. This role is ideal for those who enjoy building strong relationships and providing expert advice to clients.

Job Responsibilities
The successful candidate will have two years of experience in the financial service industry, including investment training and knowledge of investment products and services. They will also be self-motivated, efficient, and able to manage time effectively. Key responsibilities include reviewing investment goals, preparing investment recommendations, and leveraging technology to achieve business growth goals.

What We Offer
Merrill provides its employees with comprehensive training and development opportunities to help them achieve their goals. As a Financial Solutions Advisor, you will have the chance to work with a diverse range of clients and build a sustainable book of business. You will also have access to the latest tools and technology to help you succeed in your role.

Salary and Benefits
This role offers an estimated annual salary of $75,000 - $85,000, based on experience, education, and skill set. 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 employee's performance against defined metrics. Additionally, this role is currently benefits eligible and includes access to paid time off, resources, and support to contribute to the sustainable growth of our business and the communities we serve.

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