Merrill Financial Solutions Advisor (Partially Licensed) - Utah Market
Core
Provide tailored investment advice and financial planning to affluent and high-net-worth clients to help them achieve life goals like retirement and legacy.
Role type
Financial Solutions Advisor (Partially Licensed)
Builds
Client relationships and sustainable book of business for Merrill Wealth Management
Domain
Wealth Management / Investment Advisory
Deliverable
client delivery
Required skills
Investment advisory, relationship building, client profiling, risk management, regulatory compliance, goal setting, time management, prospecting, portfolio management, fraud management
Preferred skills
Sales experience, lead generation, multitasking, additional designations (CFP, CRPC), insurance licensing
Technologies
Merrill investment platforms, banking systems
Responsibilities
Review client financial goals and recommend investment strategies, shadow advisors to build networks, manage client relationships and asset thresholds, participate in training to develop business, leverage technology for operational excellence, proactively manage business risk
Seniority
Entry-level to Junior, structured development path
