Merrill Financial Solutions Advisor (Partially Licensed)- Amarillo, TX Market

Role Specifics

This job is responsible for working with high-net-worth clients in a Merrill branch with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.

Responsibilities

• Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies
• Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
• Samples Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
• Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy
• Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor
• Buys relationships with internal service providers based on client needs and asset thresholds
• Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools

Qualifications

• Currently holds FINRA Securities Industry Essentials (SIE)
• 4+ years of progressive professional and/or military experience
• 2+ years of experience in the investments industry
• Ability to obtain Series 7 and 66 licenses within allotted program time
• Is a self-starter who efficiently manages time and capacity
• Sets and accomplishes goals, achieving whatever one sets their mind to
• Buys and nurtures strong relationships
• Collaborates effectively with others to get things done
• Communicates effectively and confidently and is comfortable engaging all clients
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
• Likes to learn, adapts to new information and seeks the right solutions for clients
• Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients

Skills

• Account Management
• Client Investments Management
• Client Management
• Client Solutions Advisory
• Relationship Building
• Advisory
• Business Development
• Fraud Management
• Pipeline Management
• Portfolio Management
• Client Experience
• Brand Management
• Issue Management
• Prospecting
• Referral Identification
• Sales Performance Management

Shift

1st shift (United States of America)

Hours Per Week

40