Merrill Financial Solutions Advisor (Partially Licensed)- Houston Market
Core
Provide tailored investment advice and financial planning to high-net-worth clients to help them achieve life goals like retirement and legacy.
Role type
Financial Solutions Advisor (Advisor Development Program)
Builds
Client relationships and investment portfolios for affluent and high net worth individuals
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment advisory, relationship building, client profiling, risk management, business development, regulatory compliance, time management
Preferred skills
Sales experience, lead generation, multitasking, additional designations (CFP, CRPC), insurance licensing
Technologies
Bank of America and Merrill investment platforms, client review/presentation tools
Responsibilities
Review client financial goals and recommend investment strategies, shadow Financial Advisor teams to build networks, manage risk in business transactions, participate in training to develop a book of business, deliver advice through client reviews and presentations, build relationships with internal service providers
Seniority
Entry-level to Junior, structured development path
