Merrill Financial Solutions Advisor (Partially Licensed) – Greater Kansas City Market
Core
Supporting high-net-worth clients in a Merrill branch by identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations.
Role type
Financial Advisor Development Program Associate (Partially Licensed)
Builds
Sustainable book of business for high-net-worth clients
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment advisory, relationship building, client profiling, regulatory compliance (SAFE Act), goal setting, risk management
Preferred skills
Sales experience, lead generation, investment management, new client development, insurance licensing
Technologies
Banking platforms, investment advisory tools, CRM systems
Responsibilities
Partner with management to assess financial goals and recommend investment strategies; shadow Financial Advisor teams to build networks and discuss market developments; leverage resources to optimize customer experience; participate in training to develop a book of business; build relationships with internal service providers; manage risk proactively in business transactions
Seniority
Entry-level to Mid-level, development track