Merrill Financial Solutions Advisor (Partially Licensed) – Mid-Land Market
Core
Provide tailored investment advice and financial planning to high-net-worth clients in a branch setting, focusing on retirement, education, and legacy goals.
Role type
Financial Advisor (Advisory IC)
Builds
Investment portfolios and client relationships for individuals and institutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment advisory, client relationship building, financial goal assessment, regulatory compliance (SAFE Act), risk management, business development
Preferred skills
Series 7 and 66 licensing, CFP or CRPC designations, insurance licensing, lead generation, multitasking in high-pressure environments
Technologies
Bank of America/Merrill proprietary platforms, investment analysis tools
Responsibilities
Review client investment goals and recommend strategies, shadow senior advisors to build networks, manage risk in transactions, participate in training to meet financial targets, build relationships with internal service providers
Seniority
Mid-level, career transition focused