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, helping 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 knowledge, risk management, client relationship management, multitasking
Preferred skills
knowledge of markets and investments, ability to grasp complex technical material quickly
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; triage client requests and make referrals to business partners; recommend banking and investment strategies; mitigate and control risk.
Seniority
Individual Contributor