Merrill Financial Solutions Advisor (Partially Licensed) – Atlanta Buckhead & Associates Market
Core
Support 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 Associate (Partially Licensed)
Builds
Client relationships and sustainable book of business for high-net-worth individuals
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
FINRA SIE license, 4+ years progressive experience, 2+ years investment industry experience, ability to obtain Series 7 and 66, self-starter, goal setting, relationship building, regulatory due diligence
Preferred skills
Financial service industry experience, sales environment experience, Bachelor's Degree in business, CFP/CRPC designations, insurance licenses, lead generation, multitasking
Technologies
Banking platforms, investment advisory tools, mortgage loan origination systems
Responsibilities
Partner with management to assess financial goals and recommend investment strategies, shadow Financial Advisor teams to build networks, leverage resources to optimize customer experience, participate in training to meet financial targets, build relationships with internal service providers, manage risk proactively
Seniority
Entry-level to Mid-level, development track