Merrill Financial Solutions Advisor (Partially Licensed)- Houston Market
Core
Provide tailored financial advice and investment strategies to high-net-worth clients in a branch setting, helping them achieve life goals like retirement and education.
Role type
Financial Solutions Advisor (Partially Licensed)
Builds
Client relationships and a sustainable book of business for affluent and high-net-worth clients.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment advisory, relationship building, financial goal assessment, risk management, client presentations, time management
Preferred skills
Series 7 and 66 licensing, military experience, community college education
Technologies
Bank of America and Merrill investment platforms, client review tools
Responsibilities
Review client financial goals and recommend investment advisory strategies, shadow Financial Advisor teams to build networks, participate in training to develop a book of business, manage risk proactively in business transactions, deliver advice through client reviews and presentations, build relationships with internal service providers.
Seniority
Mid-level, development-focused IC