Financial Solutions Advisor - Registered Candidate - Venice Pines
Core
Acquire necessary registrations and training to become a Financial Solutions Advisor, providing end-to-end comprehensive advice and customized financial solutions to clients.
Role type
Financial Solutions Advisor Stage I (Registration Candidate)
Builds
Customized financial plans and investment strategies for clients
Domain
Banking and Wealth Management
Required skills
Series 7, Series 66, Client Solutions Advisory, Investment Management, Risk Management, Prospecting
Preferred skills
None stated
Technologies
None stated
Responsibilities
Provide end-to-end comprehensive advice and customized solutions to clients; Conduct client reviews/presentations including review of investment goals and recommended products; Engage and share value proposition with customers in the lobby; Triage client leads and make referrals to appropriate internal service providers; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; Works with clients to plan short and long-term financial goals by building a financial plan with brokerage products.
Seniority
Entry-level / Trainee