Merrill Financial Solutions Advisor (Partially Licensed)- Louisiana 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
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment advisory, client relationship management, financial goal planning, risk management, time management, goal setting
Preferred skills
Series 7 and 66 licensing, network building, seminar leadership
Technologies
Investment platforms, banking tools
Responsibilities
Review client financial goals and recommend investment strategies, shadow experienced advisors to build networks, manage client relationships and risk, participate in training to develop a book of business, deliver client reviews and presentations
Seniority
Entry-level, mentored IC