Financial Services Professional
3 weeks ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. With a focus on goals-based wealth management, our team helps clients pursue their life goals through investment advice and guidance.
Key Responsibilities:- Provide tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment strategies.
- Communicate solutions to clients that are best suited for their financial needs, such as core banking, investment, and life priority solutions.
- Partner with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products.
- 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.
- Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds.
Requirements:
- 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.
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
- Experience balancing investment management, sales activities, and new client development.
- Strong computer skills and the ability to multitask in a demanding environment.
- Bachelor's degree, preferably in a business-related field.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Shift: 1st shift (United States of America)
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