Elite Wealth Management Professional
5 days ago
Disability Solutions is a leading provider of comprehensive wealth management and investment products and services. We are committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
Why Work with Us?We believe that diversity makes us stronger, and we strive to create an environment where all employees have the opportunity to achieve their goals. Our company culture values continuous learning and development, responsible growth, and community involvement.
Job DescriptionThe Merrill Financial Solutions Advisor will be responsible for working with high-net worth clients to identify needs, develop relationships, review investment goals, and prepare investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include:
- Leveraging technology to achieve business growth goals
- Profiling activities to determine a client's investor profile and financial resource objectives
- Building a sustainable book of business
- Providing opportunities for advisors to pursue a career within the bank
We offer a range of benefits and perks to support your success and well-being, including:
- A competitive salary range of $75,000-$85,000 per annum
- Eligibility for incentives and bonuses as part of our formulaic incentive plan
- A comprehensive benefits package, including paid time off and access to ongoing training and development opportunities
- The chance to work with a dynamic and supportive team
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