Merrill Financial Solutions Advisor (Partially Licensed) - Oklahoma 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 investment portfolios
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment advisory, client relationship management, financial goal assessment, risk management, network building, time management
Preferred skills
Series 7 and 66 licensing, military experience, self-starter mindset
Technologies
Investment platforms, banking tools
Responsibilities
Review client financial goals and recommend investment strategies, shadow experienced advisors to build networks, manage risk in business transactions, participate in training to develop a book of business, deliver client reviews and presentations, build relationships with internal service providers
Seniority
Entry-level to Mid-level, development track