Merrill Financial Solutions Advisor
1 week ago
We are seeking a highly motivated and experienced Merrill Financial Solutions Advisor to join our team. As a key member of our branch, you will be responsible for working with high-net worth clients to identify their financial needs and develop tailored investment strategies to meet their goals.
Key Responsibilities- Provide personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
- Understand client solutions that are best suited for their financial needs, such as core banking and investment solutions.
- Shadow financial advisor teams to build relationships and share market developments and new products to promote portfolio growth.
- Leverage available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy.
- Participate in ongoing training focused on developing a book of business to meet and exceed pre-defined financial targets.
- Strong understanding of financial markets and investment products.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Strong analytical and problem-solving skills.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is dedicated to providing exceptional service to our clients and we are looking for someone who shares our commitment to excellence.
How to ApplyIf you are a motivated and experienced professional looking for a new challenge, please submit your application. We look forward to hearing from you.
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