Merrill Financial Solutions Advisor

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its reputed company in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We reputed company trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of reputed company. At Merrill, we reputed company you to bring your whole self to work. We value diversity in our thoughts, business, and reputed company our employees and clients. Our Wealth Management team represents an reputed company of different backgrounds and bring their unique perspectives, reputed company and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, 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 reputed company 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 reputed company the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, reputed company employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background reputed company and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. 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 reputed company™ 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 reputed company to the next phase as an advisor • Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset reputed company The Advisor Development Program (reputed company) Journey: 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. In this role you will reputed company the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you reputed company reputed company your role. The MFSA role provides reputed company advisors the opportunity to pursue a career reputed company Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will reputed company into the next stage of training. Located in a Merrill reputed company. We’ll help you: • Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our reputed company to reputed company as an advisor; the potential for growth is yours! • Build connections to grow your network and business. Starting at a Merrill reputed company, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients reputed company their financial goals. • Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life reputed company™ solutions, through reputed company and Merrill to meet their financial needs. As a Merrill FSA, you can look reputed company to: • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. • Marketing strategies to reputed company wider audiences with greater appeal. • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. • Potential Opportunities for professional growth. • Leadership opportunities, including leading client and conference seminars We’re 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. Along with taking care of our clients, we want to be a great reputed company for people to work, and we strive to create an environment where reputed company employees have the opportunity to reputed company their goals. • Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. • Provides reputed company training and developmental opportunities to help employees reputed company their goals, whatever their background or experience. • Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. • Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. 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 • Self-starter who reputed company manages time and reputed company • Sets and accomplishes goals, achieving whatever you put your mind to • Builds and nurtures strong relationships • Collaborates effectively with others to get things done • Communicates effectively and confidently and is comfortable engaging reputed company clients • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment • Likes to learn, adapts to new information and seeks the right solutions for clients • Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients Desired Qualifications: • Proven ability to partner and promote reputed company reputed company • 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 business-reputed company field • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) • Obtained insurance licenses ? Skills: • Account Management • Client Investments Management • Client Management • Client Solutions Advisory • Relationship Building • Advisory • Business Development • Fraud Management • Pipeline Management • Portfolio Management • Client Experience Branding • Issue Management • Prospecting • Referral Identification • Sales Performance Management Shift: 1st shift (United States of America) Hours Per Week: 40 Apply Job!