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3 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor, you will play a key role in helping clients pursue their financial goals through personalized advice and guidance.
Key Responsibilities- Provide tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
- Communicate solutions to clients that are best suited for their financial needs, such as core Banking, as well as Investment and Life Priority solutions
- Partner 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
- 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 to measure their ability to progress to the next phase as an advisor
As a Merrill Financial Solutions Advisor, you will have the opportunity to work with high-net worth clients, identify needs, develop relationships, review investment goals, and prepare investment recommendations that align with the goals of both existing and prospective clients. You will also have access to ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
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
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