Financial Solutions Consultant
2 days ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our company specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
">Salary and BenefitsThe estimated salary for this position is $80,000 - $120,000 per year, plus benefits such as health insurance, 401(k) matching, and paid time off.
Job DescriptionWe are seeking a Financial Solutions Advisor to work with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing 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, and providing opportunities for advisors to pursue a career within the bank.
Responsibilities:- Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
- Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life PriorityTM solutions
- Partners 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
- Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
- Develops and grows 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
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
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