Merrill Financial Solutions Advisor – Columbia, SC Office
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 wealth management)
Builds
Client relationships and investment advisory strategies for affluent and high net worth clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
SIE license, ability to obtain Series 7 & 66, 4+ years progressive professional/military experience, self-starter, relationship building, goal setting, regulatory due diligence
Preferred skills
Financial service/sales experience, bachelor's degree, CFP/CRPC designations, insurance licenses, lead generation, 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