Financial Solutions Advisor - Participant Services (Series 7 and 66 required)
Core
Provide education and guidance to active and separated Merrill 401k and Equity Plan Participants through a contact center environment to help them achieve financial goals.
Role type
Financial Solutions Advisor (Participant Services)
Builds
Service and education for active and separated Merrill 401k and Equity Plan Participants
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
Series 7, Series 66, financial planning, investment strategy, risk management, client relationship management, triaging client requests, product recommendation
Preferred skills
knowledge of investments and financial markets, ability to grasp complex technical material, multitasking in fast-paced environment
Technologies
banking and money managed solutions, brokerage products (stocks, bonds, mutual funds, annuities)
Responsibilities
Engage participants in goals-based conversations to provide education and guidance; build financial plans with brokerage products; recommend banking and investment strategies; triage client requests and refer to internal service providers; mitigate and control risk; identify and engage potential new clients
Seniority
Individual Contributor