Merrill Financial Solutions Advisor

Merrill Financial Solutions Advisor

Requirements

• 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 efficiently manages time and capacity.
• 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, confidently, and is comfortable engaging all 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.

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, as well as Investment and Life Priority™ 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.
• Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds.

Preferred 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.
• Bachelor’s degree is a plus, preferably in business-related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) is a plus.
• Obtained insurance licenses is preferred.