Merrill Financial Solutions Advisor
3 weeks ago
About the Role
This position is responsible for working with high-net worth clients to identify their financial needs and develop personalized investment strategies. The ideal candidate will have a strong understanding of investment products and services, as well as excellent communication and relationship-building skills.
Key Responsibilities
- Provide tailored investment advice to clients through reviews and presentations
- 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
The Advisor Development Program (ADP) Journey
During this stage of your journey, 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.
We'll Help You
- Get training and one-on-one mentorship from managers who are invested in your success
- Build connections to grow your network and business
- Deliver advice through client reviews/presentations with confidence
About Us
We are a culture that 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 are dedicated to advancing our tools, technology, and ways of working to meet the evolving needs of our clients.
Required Qualifications
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- 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
Desired Qualifications
- Proven ability to partner and promote lead generation
- Experience balancing investment management, sales activities, and new client development
- Strong computer skills and the ability to multitask in a demanding environment
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