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
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
SIE license, ability to obtain Series 7 & 66 licenses, 4+ years progressive professional or military experience, goal setting, relationship building, regulatory due diligence
Preferred skills
Bachelor's degree in business, CFP/CRPC designations, insurance licenses, sales experience, lead generation experience
Technologies
Core Banking, Investment & Life Priority solutions
Responsibilities
Review investment goals, recommend investment advisory strategies, develop relationship management skills, market to affluent and high net worth clients, lead client and conference seminars
Seniority
Entry-level, training-focused IC