Merrill Financial Solutions Advisor (Partially Licensed): Houston Galleria(Galveston)
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 sustainable book of business
Domain
Wealth Management / Financial Services
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, community college education
Technologies
Investment platforms, banking tools, presentation software
Responsibilities
Review client financial goals and recommend investment strategies, shadow experienced advisors to build networks, participate in training to meet financial targets, manage risk in business transactions, deliver client reviews and presentations, build relationships with internal service providers
Seniority
Entry-level to Mid-level, development track