Merrill Financial Solutions Advisor (Partially Licensed) - Chicago North Market
Core
Provide tailored investment advice and financial planning to high-net-worth clients in a branch setting, developing relationships and recommending strategies to meet life goals.
Role type
Financial Solutions Advisor (Partially Licensed)
Builds
Client relationships and sustainable book of business for affluent and high-net-worth clients
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment advisory, relationship management, financial goal assessment, risk management, client profiling, time management
Preferred skills
Series 7 and 66 licensing, military experience, community college education
Technologies
Investment platforms, banking technology, CRM tools
Responsibilities
Review client financial goals and recommend investment advisory strategies, shadow Financial Advisor teams to build networks, leverage technology to optimize customer experience, participate in training to develop a book of business, build relationships with internal service providers, manage risk proactively
Seniority
Entry-level to Mid-level (Development Program)