Merrill Financial Solutions Advisor (Partially Licensed)- Amarillo, TX Market
Core
Providing 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 (Advisor Development Program)
Builds
Client relationships and sustainable book of business for Merrill Wealth Management
Domain
Wealth Management / Investment Advisory
Deliverable
client delivery
Required skills
FINRA SIE license, investment industry experience, relationship building, goal setting, time management, self-starter mindset
Preferred skills
Series 7 and 66 licensing capability, military experience, network building
Technologies
Merrill investment insights platform, Bank of America banking tools
Responsibilities
Review client financial goals and recommend investment advisory strategies, shadow Financial Advisor teams to build networks, participate in training to develop book of business, manage risk in business transactions, deliver advice through client reviews and presentations, connect clients to core Banking and Investment solutions
Seniority
Entry-level to Junior, structured development path