Merrill Financial Solutions Advisor - Central Florida Market
Core
Advise and guide affluent and high net worth clients on achieving financial goals, developing relationships, and preparing investment recommendations.
Role type
Merrill Financial Solutions Advisor (entry-level financial advisor)
Builds
Client relationships and investment advisory strategies
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Series 7 & 66 (63 & 65) licenses, 2 years financial services/sales experience, 1 year investments experience, goal setting, relationship building, regulatory due diligence
Preferred skills
CFP/CRPC designations, insurance licenses, lead generation experience, multitasking
Technologies
Core Banking, Investment & Life Priority solutions
Responsibilities
Identify client needs, develop relationships, review investment goals, prepare investment recommendations, market to affluent clients, lead client seminars
Seniority
Entry-level, training-focused IC