Merrill Financial Solutions Advisor (Partially Licensed)- Greater Houston 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
Junior Financial Advisor (Advisor Development Program)
Builds
Client relationships and investment portfolios for high-net-worth individuals
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment analysis, relationship building, financial planning, risk management, client presentation, goal setting
Preferred skills
None stated
Technologies
None stated
Responsibilities
Review client financial goals and recommend investment strategies, shadow senior advisors to build networks, manage client relationships and risk, participate in training to develop a book of business
Seniority
Entry-level, mentored IC
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