Merrill Financial Solutions Advisor (Partially Licensed): Houston Galleria(Galveston)
Core
Provide tailored financial advice and investment strategies to affluent and high-net-worth clients to help them achieve life goals like retirement and legacy planning.
Role type
Junior Financial Advisor (Advisor Development Program)
Builds
Client relationships and investment portfolios for high-net-worth individuals
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment analysis, relationship building, client presentation, goal setting, time management, risk management
Preferred skills
Military experience, self-starter mindset, ability to learn complex financial products
Technologies
Merrill investment platforms, Bank of America banking tools
Responsibilities
Review client financial goals and recommend investment advisory strategies, shadow experienced advisors to build networks, participate in training to develop a book of business, manage risk in business transactions, deliver client reviews and presentations
Seniority
Entry-level, structured training path
