Merrill Financial Solutions Advisor

20 hours ago


Conshohocken, Pennsylvania, United States Bank of America Full time
Merrill Financial Solutions Advisor

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 professionals help clients pursue their financial goals through personalized advice and guidance.

Key Responsibilities:
  • Develop and maintain relationships with high-net worth clients
  • Assess clients' financial goals and recommend investment strategies
  • Communicate solutions to clients that meet their financial needs
  • Partner with Financial Advisor teams to build their network and promote portfolio growth
  • Develop and grow a book of business to meet and exceed financial targets
Benefits:
  • Opportunity to work with a leading wealth management firm
  • Professional development and training opportunities
  • Competitive compensation and benefits package
  • Collaborative and dynamic work environment

Merrill Wealth Management is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. We believe diversity makes us stronger and strive to create an environment where all employees have the opportunity to achieve their goals.



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